Katerina M. Wiese

AMERICA FIRST INVESTMENT ADVISORS LLC

Omaha, NE 68114-3721

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CRD#: 5254740

Professional summary

Katerina Medelska Wiese, CFP®, who also goes by Katerina M Wiese, is a registered financial advisor currently at AMERICA FIRST INVESTMENT ADVISORS LLC located in Omaha, Nebraska.

Katerina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Katerina has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Katerina M Wiese

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.

KATERINA WIESE IS THE SOLE OWNER OF A NON INVESTMENT-RELATED BUSINESS, PRINCE AND PRINCESS CHILDCARE DBA LITTLE RED SCHOOL HOUSE CHILDCARE AND PRESCHOOL, AND ALSO IS THE SOLE OWNER OF K & H PROPERTIES WHICH OWNS ITS BUILDING. THESE ARE BOTH LOCATED AT 21730 LAURA STREET, GRETNA, NE 68028. HER INVOLVEMENT BEGAN ON 9/24/2012 AND CONTINUES TODAY. HER TIME SPENT ON THESE BUSINESS ACTIVITIES IS AROUND 5 HOURS PER MONTH, PRIMARILY ON NIGHTS AND WEEKENDS, THOUGH SOME PHONE CALLS OCCUR DURING AFIA'S NORMAL BUSINESS HOURS. HER DUTIES RELATE TO HER OWNERSHIP FUNCTION AND NOT TO DAILY OPERATIONS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katerina Medelska Wiese'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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

March 14, 2008 - Present

AMERICA FIRST INVESTMENT ADVISORS LLC

Office #1: 10050 Regency Circle, Suite 515, Omaha, NE 68114-3721

RIA

CRD#: 106984

Omaha, NE

Past

March 20, 2007 - December 20, 2007

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

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".

AMERICA FIRST INVESTMENT ADVISORS LLC

CRD#: 106984 / SEC#: 801-41702

RIA

Registered Investment Advisory firm - (6/12/1992 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
(3/14/2008)

IAR

Texas
(11/19/2018)

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: 3/12/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/26/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 3/19/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AMERICA FIRST INVESTMENT ADVISORS LLC

CRD#: 106984 / SEC#: 801-41702

RIA

Registered Investment Advisory firm - (6/12/1992 Approved)

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Contact information

Main Address

10050 Regency Circle, Suite 515, Omaha, NE 68114-3721

Mailing Address

Phone number

(402) 991-3388

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFIA BROCHURE (5/14/2025)

Regulatory assets under management

Total Number of Accounts	591
AUM (Assets Under Management)	$ 593,781,718

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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Katerina M. Wiese

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Katerina Medelska Wiese's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICA FIRST INVESTMENT ADVISORS LLC

SUNSET FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

AMERICA FIRST INVESTMENT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/12/2008

Series 63

Date: 2/26/2007

Series 6

Date: 3/19/2007

Current Firm

AMERICA FIRST INVESTMENT ADVISORS LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICA FIRST INVESTMENT ADVISORS LLC

TRUST BUT VERIFY

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