Mitchell Donovan Smith
Investment adviser representative at First Nebraska Financial Services
15 yearsExperience
3 statesRegistered in
$458MFirm assets
7 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.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- First Nebraska Financial ServicesSep 2019 to now
- First Nebraska Advisory LLCSep 2019 to now
- Osaic Wealth, Inc.Jul 2019 to now
- Oppenheimerfunds Distributor, Inc.Jun 2011 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (CO, NE, TX).
First Nebraska Financial Services
Legal name: First Nebraska Advisory LLC
$458MAssets managed
474Clients
3Advisers
7 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
- 5683757
- Firm CRD
- 298667