Philip Michaud
Investment adviser representative at First National Advisers, LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$7.4BFirm assets
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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
19 years in the industry.
- First National Advisers, LLCJul 2026 to now
- Umb Private Wealth Management, LLCMay 2026 to May 2026
- Umb BankJan 2022 to May 2026
- U.S. BankApr 2007 to Dec 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
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
- 8239362
- Firm CRD
- 277146