Mitchell
Smith
First Nebraska Financial Services
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About this Advisor
Mitchell Smith is a financial advisor operating out of North Platte, Nebraska with a total of 4 years of industry experience. Smith is currently employed by First Nebraska Financial Services. Smith has gained experience at Oppenheimerfunds, First Nebraska Advisory LLC and Royal Alliance. Smith has Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to serve investors in Colorado, Nebraska and Texas. First Nebraska Financial Services is an advisory firm that has its headquarters in North Platte, NE. It oversees $297 million in assets under management among its 758 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 758 client accounts, 18% belong to high-net-worth investors who have at least $1 million in assets available to invest. First Nebraska Financial Services has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees billed by First Nebraska Financial Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Nebraska Financial Services Brokerage Details
$296,710,954
5
758
$391,439
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Mitchell Smith Work History
Mitchell has been registered as a financial advisor for 4 years.*
First Nebraska Advisory LLC
Royal Alliance
Oppenheimerfunds
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mitchell Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at First Nebraska Financial Services
North Platte, NE
North Platte, NE
North Platte, NE
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