Brett Michael Badalucco
Investment adviser representative at First National Advisers, LLC
15 yearsExperience
1 stateRegistered in
$7.4BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- First National Advisers, LLCJan 2025 to now
- BMO Nesbitt Burns Securities Ltd.Mar 2024 to now
- BMO Bank N.A.Aug 2023 to now
- Bancwest Investment Services IncApr 2011 to Oct 2023
- Bank of the WestApr 2011 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NE).
First National Advisers, LLC
$7.4BAssets managed
1,145Clients
29Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4422071
- Firm CRD
- 277146