Reyn G. Watanabe

FIRST NATIONAL ADVISERS

Omaha, NE 68154

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CRD#: 6502784

Professional summary

Reyn Goro Watanabe, who also goes by Reyn Watanabe, is a registered financial advisor currently at FIRST NATIONAL ADVISERS, LLC located in Omaha, Nebraska.

Reyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Reyn has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Reyn Watanabe

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. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FINANCIAL SERVICES START DATE: 7/2019 POSITION/TITLE/RELATIONSHIP: COMPLIANCE ANALYST APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: AUDIT OUR RIA REP OFFICES;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reyn Goro Watanabe'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

December 2, 2024 - Present

FIRST NATIONAL ADVISERS, LLC

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

RIA

CRD#: 277146

Omaha, NE

Past

March 20, 2023 - November 5, 2024

CWM, LLC

RIA

CRD#: 155344

Omaha, NE

Past

November 3, 2022 - November 7, 2024

CETERA WEALTH SERVICES, LLC

CRD#: 13572

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
(12/2/2024)

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: 3/14/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/3/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/28/2022

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 24

Date: 6/29/2023

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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Advisor Monitoring

Firm Stability Insights

Reyn G. Watanabe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reyn Goro Watanabe's CRS (Customer Relationship Summary).

Certified licenses

Experience

CWM, LLC

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

FIRST NATIONAL ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/14/2023

Series 7TO

Date: 11/3/2022

SIE

Date: 2/28/2022

Series 24

Date: 6/29/2023

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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