Advisor at America First Investment Advisors LLC
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Firm
America First Investment Advisors LLC
Location
Omaha, NE 68114-3721
Credentials
CFP®, Series 63, Series 65
Industry experience
18 years
Katerina Wiese is a CFP® with 18 years of experience and is currently a financial advisor at America First Investment Advisors LLC. She has been with the firm since 2008. Outside of her advisory role, she is the sole owner of a childcare and preschool business, Little Red School House Childcare and Preschool. 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 focuses on fundamental equity analysis and builds equity-oriented portfolios typically consisting of 15 to 25 positions, with fixed-income exposure managed through exchange-traded funds.
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
2008 - 2019 (11 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
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