Advisor at America First Investment Advisors LLC
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Firm
America First Investment Advisors LLC
Location
Omaha, NE 68114-3721
Credentials
Series 65
Industry experience
< 1 year
Stephen Perry is a financial advisor with America First Investment Advisors LLC in Omaha, NE. He holds the Series 65 designation and has experience from prior roles at Spreetail and FNBO. Perry joined America First Investment Advisors in 2025 as part of a seven-advisor team. America First Investment Advisors provides discretionary portfolio management and financial planning to individuals, employee benefit plans, trusts, estates, and charitable organizations. The firm’s investment approach focuses on fundamental equity analysis and typically constructs equity-oriented portfolios supplemented by fixed-income ETFs, managing over $590 million in assets.
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
2025 - Present (1 year)
Spreetail
2021 - 2025 (4 years)
Fnbo
2015 - 2025 (10 years)
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