Stephen G Perry
Investment adviser representative at America First Investment Advisors LLC
11 yearsExperience
2 statesRegistered in
$665.1MFirm assets
34 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
11 years in the industry.
- America First Investment Advisors, LLCSep 2025 to now
- SpreetailAug 2021 to Sep 2025
- FnboJan 2015 to Aug 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
America First Investment Advisors LLC
$665.1MAssets managed
266Clients
7Advisers
34 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
- 8170338
- Firm CRD
- 106984