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Charles David Lauber

FIRST NATIONAL BANK OF OMAHA·OMAHA, Nebraska
FIRST NATIONAL BANK OF OMAHA
14010 FNB PARKWAY, OMAHA, NE 68154CRD# 2483681Firm CRD# 153128

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles David Lauber · OMAHA, NE
Registration
CRD #2483681 · FIRST NATIONAL BANK OF OMAHA
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Charles David Lauber is a registered financial advisor based in OMAHA, Nebraska, affiliated with FIRST NATIONAL BANK OF OMAHA. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
FIRST NATIONAL BANK OF OMAHA
FIRST NATIONAL FUND ADVISERS
AUM
$761M
Regulatory assets under management
Employees
14
Total firm employees
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2483681
Firm CRD# 153128
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05

Frequently Asked Questions

What services does Charles David Lauber offer?
Charles David Lauber specializes in Investment Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.
What are Charles David Lauber's credentials?
Charles David Lauber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles David Lauber located?
Charles David Lauber is based in OMAHA, Nebraska, working with FIRST NATIONAL BANK OF OMAHA. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Charles David Lauber charge for services?
Charles David Lauber's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST NATIONAL BANK OF OMAHA?
FIRST NATIONAL BANK OF OMAHA has approximately 14 employees and manages $761M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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