Product InformationInvestment and Advisory Services

First National believes in a holistic approach to investments and advisory services. We understand your financial situation and goals are unique to you, so working with an advisor whose experience reflects your situation offers the best path towards achieving those goals. First National offers two complete solutions for investment and advisory services based on where you are in your life today and where you intend to go.

  • First National Investments & Planning
    Our customers receive excellent guidance regarding their depository and credit needs from their Personal Bankers* located in First National Bank branches. In these same branches, our First National Investments & Planning advisors provide customers with specialized knowledge and expertise as they seek to achieve their other important financial goals, including planning for retirement or for a child's college education. Together, the financial professionals in our branches can help you build and execute a complete plan for your future.

    Contact Us today to learn more about First National Investments & Planning. Or call us at 877-WEB-FNBO (932-3626).

First National Wealth Advisors

First National has been guiding emerging affluent to affluent clients through complex financial situations for six generations. Throughout that time, our experienced team of investment management*, private banking* and trust professionals* has remained committed to addressing the unique needs of our clients through each of these areas of expertise. Our team of over 40 wealth management advisors, private bankers*, trust*, and investment management professionals* work together everyday to address the complex wealth management issues you and your family face throughout your lifetime.

 

Contact Us today to learn more about First National Wealth Advisors.

*Banking products offered by First National Bank of Omaha
 

 

 

Securities provided by First National Capital Markets, Inc. (FNCM), a registered broker/dealer and registered investment advisor. Member FINRA and SIPC. Advisory services may only be offered by Investment Advisor Representatives in connection with an appropriate FNCM Advisory Services Agreement and disclosure brochure as provided.

View FNCM privacy policy and other important information.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this web site is for U.S. residents only. The information on this web site does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Not FDIC Inured First National Investments & Planning

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