Katerina Wiese
America First Investment Advisors · Omaha, Nebraska
Katerina Wiese is a fee-only financial advisor at America First Investment Advisors in Omaha, Nebraska, who holds the CFP credential. Katerina charges a percentage of assets.
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Facts
| Firm | America First Investment Advisors |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model | Percentage of assets |
| Assets under management | $665.1M across 622 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NE, TX · CRD 5254740 |
| Exams passed | Series 63 (2007) · Series 65 (2008) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.am1st.com |
How Katerina's firm compares
- America First Investment Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 622 accounts).
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Questions about Katerina
Is Katerina Wiese a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katerina holds no broker registration, and America First Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katerina charge for financial advice?
Katerina charges a percentage of assets.
Where is Katerina Wiese based?
Katerina Wiese is based in Omaha, Nebraska.
What credentials does Katerina Wiese hold?
Katerina Wiese holds the CFP credential.
Is Katerina Wiese registered with the SEC?
Yes. Katerina Wiese is registered as an investment adviser representative in NE and TX (CRD 5254740), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does America First Investment Advisors manage?
America First Investment Advisors reports $665.1M across 622 accounts in assets under management.
How do I contact Katerina Wiese?
Through Katerina's website, www.am1st.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- America First Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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