Advisor at First Class Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Class Wealth Management LLC
Location
Gretna, NE
Credentials
Series 63, Series 65
Industry experience
8 years
Daniel Thompson is a financial advisor at First Class Wealth Management LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Farm Bureau Financial Services and Omega Insurance Group LLC. Outside of his advisory role, he owns Isaiah Trucking, Inc. and referees high school soccer in the spring. First Class Wealth Management is an independent firm serving individual and high-net-worth clients with tailored portfolio management and investment advisory services. The firm employs a long-term trading approach using a combination of cyclical, fundamental, technical, and modern portfolio theory analysis.
$0 - $499,999: 2.00% $500,000 - $999,999: 1.75% $1,000,000 - $1,999,999: 1.50% $2,000,000+: 1.25%
Gretna, NE
Nebraska
First Class Wealth Management LLC
2023 - Present (3 years)
Omega Insurance Group LLC
2021 - 2025 (4 years)
Isaiah Trucking, Inc
2021 - Present (5 years)
Farm Bureau Financial Services
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Papillion, NE
ARC Element Wealth Design
Series 63, Series 65
Omaha, NE
Legacy Estate Planning Group, Inc.
CFP®, Series 65
Papillion, NE
WealthMark
Series 65
Papillion, NE
Charles Capital
Series 63, Series 65
Omaha, NE
Evergreen Capital Management Inc
CFP®, CFA®, Series 65
Gretna, NE
Barrett FP LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")