JD
Julie D. Driftmier
FIRST NATIONAL ADVISERS
Omaha, NE 68154
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CRD#: 1155461
JD
Professional summary
Julie Dawn Driftmier is a registered financial advisor currently at FIRST NATIONAL ADVISERS, LLC located in Omaha, Nebraska.
Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Julie has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
First National Bank of Omaha; investment-related business, 14010 FNB Parkway, Suite 200, Omaha, NE 68154; Investment Management; Director of Investment Management; 06/2007; 80 hours/month during securities trading hours; managing investment portfolios for high net worth clients, trusts, institutions, foundations, and endowments.
CRS (Client Relationship Summary) - RIA
Click below to view Julie Dawn Driftmier's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 20, 2022 - Present
FIRST NATIONAL ADVISERS, LLC
Office #1: 14010 Fnb Parkway Suite 200, Omaha, NE 68154RIA
CRD#: 277146
Omaha, NE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FN
FIRST NATIONAL ADVISERS, LLC
FIRST NATIONAL ADVISERS, LLC | PRIVATE WEALTH RESERVE
CRD#: 277146 / SEC#: 801-103473
RIA
Registered Investment Advisory firm - (8/7/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Nebraska(12/20/2022)
IAR
Texas(4/27/2023)
Exams
Current Firm
FN
FIRST NATIONAL ADVISERS, LLC
FIRST NATIONAL ADVISERS, LLC | PRIVATE WEALTH RESERVE
CRD#: 277146 / SEC#: 801-103473
RIA
Registered Investment Advisory firm - (8/7/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14010 Fnb Parkway Suite 200, Omaha, NE 68154
Mailing Address
1601 Dodge Street, Omaha, NE 68197
Phone number
(800) 538-7298
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (27 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,221 |
| AUM (Assets Under Management) | $ 6,571,419,555 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/27/2025 | ||
| 06/28/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FIRST NATIONAL ADVISERS, LLC
CRD#: 277146Omaha, NE 68154TRUST BUT VERIFY
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