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Alissa L. Dehl
FIRST NATIONAL ADVISERS
Omaha, NE 68154
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CRD#: 6174441
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Professional summary
Alissa Leigh Dehl, who also goes by Alissa Leigh Dehi, is a registered financial advisor currently at FIRST NATIONAL ADVISERS, LLC located in Omaha, Nebraska.
Alissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Alissa has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alissa Leigh Dehi
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.
Name of Business: First National Bank of Omaha; Address: 14010 FNB Pkwy Ste 200, Omaha, NE, 68154, United States; Activity Type: Bank Wealth Management; Position/Title: Private Client Manager; Investment Related: Yes; Start Date: 03/2011; Hours per month devoted to this business: 81+; Hours per month devoted to this business during trading hours: 81+; Description of duties: Part of the team lead advisory services to support high net worth clients with daily servicing needs for long term planning needs as part of their comprehensive investment needs. a.the name of the other business: Boy Scouts of America - Pack 464 b.whether the business is investment-related: No c.the address of the other business: 12401 W Maple Rd Omaha NE 68164 d.the nature of the other business: Non-Profit e.your position: Treasurer and Committee Member f.title, or relationship with the other business: Treasurer and Committee Member g.the start date of your relationship: August 15, 2022 h.the approximate number of hours/month you devote to the other business: 5 i.the number of hours you devote to the other business during securities trading hours: 0 j.and briefly describe your duties relating to the other business: Reviewing and tracking expenses related to the Pack. Balance and monitor bank account and scout store account. Provide reporting to committee. Pay expenses and reimburse committee members as needed. Also served as Popcorn Kernel for pack in 2023 and plan to in 2024 - serve as lead for popcorn sales / annual fundraiser.
CRS (Client Relationship Summary) - RIA
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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
September 29, 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(9/29/2022)
IAR
Texas(4/27/2023)
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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Company Information
FIRST NATIONAL ADVISERS, LLC
CRD#: 277146Omaha, NE 68154TRUST BUT VERIFY
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