Stephen G. Perry

AMERICA FIRST INVESTMENT ADVISORS

OMAHA, NE 68114-3721

CRD#: 8170338

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Professional summary

Stephen G Perry, who also goes by Stephen Perry, is a registered financial advisor currently at AMERICA FIRST INVESTMENT ADVISORS LLC located in Omaha, Nebraska.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Stephen has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Stephen Perry

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 Stephen G Perry'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

November 14, 2025 - Present

AMERICA FIRST INVESTMENT ADVISORS LLC

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

RIA

CRD#: 106984

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
(11/17/2025)

IAR

Texas
(11/14/2025)

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: 11/14/2025

Uniform Investment Adviser Law 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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Stephen G. Perry

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen G Perry's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICA FIRST INVESTMENT ADVISORS LLC

Primary Firm SEC Registration

AMERICA FIRST INVESTMENT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/14/2025

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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