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Katerina Medelska Wiese

AMERICA FIRST INVESTMENT ADVISORS LLC·OMAHA, Nebraska
Series 6, Series 63, Series 65Clean record18 years registeredAMERICA FIRST INVESTMENT ADVISORS LLC
10050 REGENCY CIRCLE, SUITE 515, OMAHA, NE 68114-3721CRD# 5254740Firm CRD# 106984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katerina Medelska Wiese · OMAHA, NE
Registration
CRD #5254740 · AMERICA FIRST INVESTMENT ADVISORS LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

AMERICA FIRST INVESTMENT ADVISORS LLC
Mar 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · March 14, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMERICA FIRST INVESTMENT ADVISORS LLC
CRD 106984 · SEC 801-41702
AUM
$476M
Regulatory assets under management
Employees
7
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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05

Frequently Asked Questions

What services does Katerina Medelska Wiese offer?
Katerina Medelska Wiese specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.
What are Katerina Medelska Wiese's credentials?
Katerina Medelska Wiese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katerina Medelska Wiese located?
Katerina Medelska Wiese is based in OMAHA, Nebraska, working with AMERICA FIRST INVESTMENT ADVISORS LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Katerina Medelska Wiese charge for services?
Katerina Medelska Wiese'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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Other Advisors at AMERICA FIRST INVESTMENT ADVISORS LLC

Andrew Joel Holloway
OMAHA, NE
Amy Lynn Byrne
OMAHA, NE
David Allen Guthrie
OMAHA, NE
Eric Michael Ball
OMAHA, NE
Matthew James Holloway
OMAHA, NE
Barry Ward Dunaway
OMAHA, NE

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Research
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