Todd C. Silliman

FIRST NATIONAL ADVISERS

FORT COLLINS, CO 80521

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CRD#: 1820918

Professional summary

Todd Charles Silliman is a registered financial advisor currently at FIRST NATIONAL ADVISERS, LLC located in Fort Collins, Colorado.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Todd has worked at 10 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 24 exams.

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.

1) FNBO; investment-related business; 205 West Oak Street, 4th Floor, Fort Collins CO 80522; Private Client Advisor; January 2017; 160 hours; Full time; Primary relationship manager for existing high net worth clients and developing new client relationships. 2) Harmony Ridge HOA Board - Finance Committee; non-investment-related business; MSI Windsor - 8201 Spinnaker Drive, Suite D, Windsor, CO 80528; Treasurer; 1/2023; 4 hours outside of securities trading hours; Responsible for reviewing HOA financials, preparing and presenting financial board reports at HOA Board meetings.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Charles Silliman's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 25, 2022 - Present

FIRST NATIONAL ADVISERS, LLC

Office #1: 205 West Oak Street, Fort Collins, CO 80521

RIA

CRD#: 277146

FORT COLLINS, CO

Past

April 25, 2016 - January 6, 2017

NORTHWEST WEALTH MANAGEMENT, LLC

RIA

CRD#: 152816

SPENCER, IA

Past

March 31, 2016 - December 31, 2017

THE WAY POINT ADVISORY GROUP LLC

RIA

CRD#: 283111

OKOBOJI, IA

Past

March 10, 2009 - January 31, 2013

SII INVESTMENTS, INC.

RIA

CRD#: 2225

FAIRMONT, MN

Past

October 1, 2004 - January 18, 2005

SII INVESTMENTS, INC.

RIA

CRD#: 2225

FAIRMONT, MN

Past

October 1, 2004 - January 31, 2013

SII INVESTMENTS, INC.

CRD#: 2225

FAIRMONT, MN

Past

June 20, 2001 - October 5, 2004

LPL FINANCIAL LLC

RIA

CRD#: 6413

FAIRMONT, MN

Past

March 31, 1998 - October 5, 2004

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

July 31, 1997 - March 31, 1998

LASALLE ST SECURITIES, L.L.C.

CRD#: 7191

ELMHURST, IL

Past

April 19, 1993 - December 31, 1993

LASALLE ST SECURITIES, L.L.C.

CRD#: 7191

ELMHURST, IL

Past

January 11, 1991 - April 16, 1993

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

OVERLAND PARK, KS

Past

February 5, 1990 - November 9, 1990

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

May 25, 1988 - February 13, 1990

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 25, 1988 - February 13, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

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

Colorado
(8/25/2022)

IAR

Texas
(4/27/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/25/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/9/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/8/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/30/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/5/1998

General Securities Principal Examination

Current Firm

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)

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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

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FNA ADV PART 2A (4/9/2025)

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	Cover Page	Report
06/28/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Todd C. Silliman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Charles Silliman's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWEST WEALTH MANAGEMENT, LLC

THE WAY POINT ADVISORY GROUP LLC

SII INVESTMENTS, INC.

SII INVESTMENTS, INC.

SII INVESTMENTS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LASALLE ST SECURITIES, L.L.C.

LASALLE ST SECURITIES, L.L.C.

VSR FINANCIAL SERVICES, INC.

INVEST FINANCIAL CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

FIRST NATIONAL ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/25/2022

Series 66

Date: 3/9/2009

Series 63

Date: 8/8/1997

Series 7

Date: 7/30/1997

Series 24

Date: 6/5/1998

Current Firm

FIRST NATIONAL ADVISERS, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIRST NATIONAL ADVISERS, LLC

TRUST BUT VERIFY

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