Philip Michaud

FIRST NATIONAL ADVISERS

Kansas City, MO 64112

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CRD#: 8239362

Professional summary

Philip Michaud is a registered financial advisor currently at FIRST NATIONAL ADVISERS, LLC located in Kansas City, Missouri.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Philip has worked at 2 firms .

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.

UMB Bank, N.A., investment related, 1010 Grand 3rd FL Kansas City, MO 64106, investment management, 01/2022, 160 hours per month, 140 hours per month during trading hours, duties include monitoring performance of investments, providing advice on asset management, collaborating with clients as needed

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Michaud'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

July 28, 2026 - Present

FIRST NATIONAL ADVISERS, LLC

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

RIA

CRD#: 277146

Kansas City, MO

Past

May 13, 2026 - June 1, 2026

UMB ASSET MANAGEMENT, LLC

RIA

CRD#: 306374

KANSAS CITY, 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

Kansas
(7/28/2026)

IAR

Missouri
(7/28/2026)

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

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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Philip Michaud

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Michaud's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST NATIONAL ADVISERS, LLC

UMB ASSET MANAGEMENT, LLC

Primary Firm SEC Registration

FIRST NATIONAL ADVISERS, LLC

State Registrations and Notice Filings

Exams

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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