Scott
Summers

First National Advisers, LLC

CRD#7686779
Investment Advisor
in Omaha, NE

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About this Advisor

Scott Summers is a chartered financial analyst based in Omaha, Nebraska. Summers is on the advisory team at First National Advisers, LLC. Throughout their career, Summers has worked at First National Advisers, LLC, Tributary Capital Management and First National Bank Of Omaha. Summers is registered to serve investors in Nebraska. First National Advisers, LLC is a business that has its headquarters in Omaha, NE. The company has offices in four locations and a total of 37 people on staff. It has $2 billion in assets under management among its 1,794 accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to one charitable organizations. Of its 1,794 accounts, just 10% are held by high-net-worth clients who have greater than $1 million in investable assets. First National Advisers, LLC provides a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial management fee schedules typically are based on which services the firm provides the client. However, fees charged by First National Advisers, LLC typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

14010 Fnb Parkway Suite 200
Omaha, NE 68154

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First National Advisers, LLC Brokerage Details

Total Assets Under Management

$2,420,210,912

NE Average: $1,978,216,465
Total Number of Employees

37

NE Average: 226
Total Number of Accounts

1,794

NE Average: 7,467
Average Account Size

$1,349,058

NE Average: $264,928

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Scott Summers Work History

Scott has been registered as a financial advisor for 0 years.*

2016 - Present (8 years)

First National Advisers, LLC

2014 - 2016 (2 years)

First National Bank Of Omaha

2012 - 2014 (2 years)

Tributary Capital Management

*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 Scott Summers 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

Charles Grant
Omaha, NE
Matthew Veenker
Omaha, NE
Scott Summers
Omaha, NE
Lorenzo Alaniz
Omaha, NE
Richard Frevert
Omaha, NE
Alissa Dehl
Omaha, NE
Anthony Essay
Omaha, NE
Julie Driftmier
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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