Katerina Wiese is a CFP-designated registered investment advisor at America First Investment Advisors LLC, based in Omaha, NE, with 18 years of industry experience. Katerina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 254 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
10050 Regency Circle, Suite 515, Omaha, NE, 68114-3721
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Katerina Wiese is the sole owner of Prince and Princess Childcare DBA Little Red School House Childcare and Preschool, and K & H Properties, which owns the childcare's building. She spends minimal time on these activities, primarily on nights and weekends, focusing on ownership functions rather than daily operations.
Employment History
Current Registrations
America First Investment Advisors LLC
State Registrations2 states
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