Unclaimed Profile

David Allen Guthrie

AMERICA FIRST INVESTMENT ADVISORS LLC·OMAHA, Nebraska

Series 65Clean record18 years registeredAMERICA FIRST INVESTMENT ADVISORS LLC

10050 REGENCY CIRCLE, SUITE 515, OMAHA, NE 68114-3721CRD# 1705634Firm CRD# 106984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Allen Guthrie · OMAHA, NE

Registration

CRD #1705634 · AMERICA FIRST INVESTMENT ADVISORS LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMERICA FIRST INVESTMENT ADVISORS LLC

AMERICA FIRST INVESTMENT ADVISORS LLC

Nov 2007 – Jan 2026

OMAHA, NE

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 9, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICA FIRST INVESTMENT ADVISORS LLC

CRD 106984 · SEC 801-41702

AUM

$476M

Regulatory assets under management

Employees

567 client accounts

Services offered by AMERICA FIRST INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AMERICA FIRST INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does David Allen Guthrie offer?

David Allen Guthrie specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are David Allen Guthrie's credentials?

David Allen Guthrie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Allen Guthrie located?

David Allen Guthrie is based in OMAHA, Nebraska, last registered with AMERICA FIRST INVESTMENT ADVISORS LLC.

How does David Allen Guthrie charge for services?

David Allen Guthrie'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 AMERICA FIRST INVESTMENT ADVISORS LLC?

AMERICA FIRST INVESTMENT ADVISORS LLC has approximately 7 employees and manages $476M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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