Robert R. Self

FIRST NATIONAL ADVISERS

Kansas CIty, MO 64112

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CRD#: 6099132

Professional summary

Robert Ryan Self, CFP® is a registered financial advisor currently at FIRST NATIONAL ADVISERS, LLC located in Kansas City, Missouri.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Robert has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Ryan Self'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: 2015

Experience

Current

August 3, 2026 - Present

FIRST NATIONAL ADVISERS, LLC

Office #1: 1 Ward Pkwy, Kansas City, MO 64112

RIA

CRD#: 277146

Kansas CIty, MO

Past

July 31, 2018 - August 17, 2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

OVERLAND PARK, KS

Past

July 31, 2018 - August 17, 2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

OVERLAND PARK, KS

Past

October 31, 2014 - August 3, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAINT LOUIS, MO

Past

October 31, 2014 - August 3, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SAINT LOUIS, MO

Past

June 28, 2013 - November 6, 2014

MORGAN STANLEY

RIA

CRD#: 149777

CLAYTON, MO

Past

May 27, 2013 - November 6, 2014

MORGAN STANLEY

CRD#: 149777

CLAYTON, MO

Past

September 17, 2012 - April 16, 2013

PARK AVENUE SECURITIES LLC

CRD#: 46173

ST LOUIS, MO

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

Missouri
(8/3/2026)

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: 6/27/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/22/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/24/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/14/2012

Investment Company Products/Variable Contracts 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
12/29/2025	Cover Page	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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Robert R. Self

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Ryan Self's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

PARK AVENUE SECURITIES LLC

Primary Firm SEC Registration

FIRST NATIONAL ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2013

Series 63

Date: 1/22/2013

SIE

Date: 10/1/2018

Series 7

Date: 5/24/2013

Series 6

Date: 9/14/2012

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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