RBC Capital Markets
47yrs
Top 1% by experience in Omaha
4yrs
Scott Summers
Financial advisor at First National Advisers
Scott Summers is a financial advisor in Omaha, Nebraska, with 4 years in the industry. Scott joined First National Advisers in 2023, a firm offering investment management. Scott holds the CFA designation.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office14010 FNB Parkway Suite 200, Omaha, NE 68154
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.51 million
Advisors at the firm29
States licensed ?1 state
Services through First National Advisers
Investment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2023 – nowFirst National Advisers, LLCCurrent firm
Contact Scott
Local office(402) 602-8749Ask for Scott. (800) 538-7298Main office 14010 FNB Parkway Suite 200Omaha, NE 68154Office · Get directions
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Questions to ask Scott
Tailored to Scott’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Scott
How do I contact Scott?
Call Scott’s local office at (402) 602-8749 or the First National Advisers main office at (800) 538-7298, and ask for Scott Summers.
How long has Scott been a financial advisor?
Scott has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Scott hold?
No exams are listed on the official record.
Is Scott a fiduciary?
Scott is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Scott paid?
First National Advisers reports being paid by a percentage of the assets they manage. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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