Advisor at America First Investment Advisors LLC
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Firm
America First Investment Advisors LLC
Location
Omaha, NE 68114-3721
Credentials
CFA®, Series 63
Industry experience
26 years
Barry Dunaway is a CFA® charterholder with 26 years of industry experience. He has been with America First Investment Advisors LLC since 2004 and holds the Series 63 designation. Barry works out of Omaha, NE, as part of a seven-advisor team. America First Investment Advisors LLC provides discretionary portfolio management and financial planning services to individuals, employee benefit plans, trusts, estates, and charitable organizations. The firm emphasizes fundamental equity analysis and builds equity-oriented portfolios typically consisting of 15 to 25 positions, while fixed-income exposure is managed primarily through exchange-traded funds focused on credit quality and duration.
Based on America First Investment Advisors LLC
$0 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Flat monthly subscription fee paid to SmartAsset for referral services (not charged to clients)
Account minimum: $300,000
10050 Regency Circle, Suite 515
Omaha, NE 68114-3721
Nebraska · Texas
America First Investment Advisors, LLC
2019 - Present (7 years)
America First Investment Advisors, LLC
2004 - 2019 (15 years)
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Real estate agent
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Other specialized services
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