Richard
Frevert
First National Advisers, LLC
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About this Advisor
Richard Frevert is a financial advisor who works in Omaha, Nebraska with a total of 1 year of relevant experience. Frevert is currently employed by First National Advisers, LLC. During their career, Frevert has held roles at Morningstar Inc, Firefly Voip, LLC, First National Bank Of Omaha and First National Advisers LLC. Frevert has a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Colorado. First National Advisers, LLC is a registered investment firm based in Omaha, NE. The company has offices in four locations and a total of 37 people on staff. It manages $2 billion in assets under management across its 1,794 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises one charitable organizations. Of its 1,794 client accounts, just 10% are held by high-net-worth investors who have more than $1 million in investable assets. The business offers a few services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial management fees typically vary depending on which service is provided. Fees charged by First National Advisers, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First National Advisers, LLC Brokerage Details
$2,420,210,912
37
1,794
$1,349,058
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Richard Frevert Work History
Richard has been registered as a financial advisor for 1 years.*
First National Advisers LLC
First National Bank Of Omaha
Firefly Voip, LLC
Morningstar Inc
*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 Richard Frevert 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 National Advisers, LLC
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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