Craig M. Sall

FIRST NATIONAL ADVISERS

Omaha, NE 68154

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CRD#: 4373073

Professional summary

Craig Michael Sall is a registered financial advisor currently at FIRST NATIONAL ADVISERS, LLC located in Omaha, Nebraska.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Craig has worked at 5 firms and has passed the Series 66, SIE and Series 7 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) FIRST NATIONAL BANK OF OMAHA; INVESTMENT RELATED; OMAHA, NE; 06/2015 - PRESENT; SENIOR MANAGING DIRECTOR, PRIVATE CLIENT SERVICES; 160 HRS PER MONTH 130 DURING TRADING HRS. BANK ASSOCIATE. (2) Mount Michael Booster Club; Address: 22520 Mount Michael Road, Elkhorn, NE, 68022; Activity Type: (e.g. Non profit, etc.): Non Profit, Booster Club for Mount Michael High School; Position/Title: Board Member; Investment Related: No; Start Date: August 2022; Hours per month devoted to this business: 1; Hours per month devoted to this business during trading hours: 0; Description of duties: Discuss and approve financial requests from sports and other related activities within the high school.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Michael Sall'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

January 10, 2023 - Present

FIRST NATIONAL ADVISERS, LLC

Office #1: 14010 Fnb Parkway Suite 200, Omaha, NE 68154

RIA

CRD#: 277146

Omaha, NE

Past

May 27, 2020 - April 20, 2022

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Omaha, NE

Past

May 26, 2020 - April 20, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

OMAHA, NE

Past

June 18, 2015 - June 7, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

OMAHA, NE

Past

June 17, 2015 - June 7, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

OMAHA, NE

Past

January 17, 2014 - June 18, 2015

FIRST NATIONAL CAPITAL MARKETS

CRD#: 115920

OMAHA, NE

Past

December 20, 2013 - June 18, 2015

FIRST NATIONAL CAPITAL MARKETS

RIA

CRD#: 115920

OMAHA, NE

Past

June 3, 2010 - December 31, 2011

FIRST NATIONAL CAPITAL MARKETS

RIA

CRD#: 115920

OMAHA, NE

Past

June 1, 2010 - December 31, 2011

FIRST NATIONAL CAPITAL MARKETS

CRD#: 115920

OMAHA, NE

Past

January 4, 2010 - June 2, 2010

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

OMAHA, NE

Past

November 25, 2009 - June 2, 2010

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

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".

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
(1/10/2023)

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 66

Date: 12/22/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/7/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/23/2009

General Securities Representative 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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Advisor Monitoring

Firm Stability Insights

Craig M. Sall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Michael Sall's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

FIRST NATIONAL CAPITAL MARKETS

FIRST NATIONAL CAPITAL MARKETS

FIRST NATIONAL CAPITAL MARKETS

FIRST NATIONAL CAPITAL MARKETS

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

Primary Firm SEC Registration

FIRST NATIONAL ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/22/2009

SIE

Date: 6/7/2018

Series 7

Date: 11/23/2009

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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