RF
Richard P. Frevert
FIRST NATIONAL ADVISERS
Fort Collins, CO 80521
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CRD#: 7534354
RF
Professional summary
Richard Paul Frevert, who also goes by Rick Frevert, is a registered financial advisor currently at FIRST NATIONAL ADVISERS, LLC located in Fort Collins, Colorado.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Richard has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rick Frevert
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, Fort Collins, CO; Portfolio Manager; Starting July 2017, Full-time 40 hours/week (173 hours/month), primarily during trading hours. As a portfolio manager I am responsible for managing the investments within my clients investment accounts which includes the following responsibilities: monitoring portfolios, trading securities, and conducting client performance reviews. (2) Cold Creek Real Estate; Position/Title: 50% Passive Owner; Compensation: I am not employed by the company. I receive no payment or distributions; Investment Related: No; Start Date: 2007; Hours per month devoted to this business: 0; Hours per month devoted to this business during trading hours: 0; Description of duties: I am 50% owner. My mother-in-law owns the other 50% and manages 100% of the operations. My involvement is strictly an ownership interest. I have no involvement in any of the day-to-day operations or business activities. (3) Huntington Hills Swim Team; Position/Title: Treasurer; Compensation: None; Investment Related: No; Start Date: 2017; Hours per month devoted to this business: 5; Hours per month devoted to this business during trading hours: 0; Description of duties: The Swim Team Board is a parent volunteer board that assists in organizing and running the summer swim activities. I function as the treasurer and provide other web and meet management services. The team has no bank, investment account, and no direct relationship of any kind with any bank. The registration fees are paid directly to the HOA. The rest of the activity (concessions, meet fees etc.) is handled via cash or venmo.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Paul Frevert's 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®
NoneExperience
Current
July 28, 2022 - Present
FIRST NATIONAL ADVISERS, LLC
Office #1: 205 West Oak Street, Fort Collins, CO 80521RIA
CRD#: 277146
Fort Collins, CO
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
Colorado(7/28/2022)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
