# Stephen Perry

> Stephen Perry is a fee-only financial advisor at America First Investment Advisors in Omaha, Nebraska. Stephen charges a percentage of assets.

Page: https://find.wellspent.co/advisors/stephen-perry/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** America First Investment Advisors
- **Based in:** Omaha, Nebraska
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $665.1M across 622 accounts
- **CRD:** 8170338 (https://adviserinfo.sec.gov/individual/summary/8170338)
- **SEC registration:** Investment adviser representative in NE, TX
- **Exams passed:** Series 65 (2025)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.am1st.com

## Frequently asked questions

### Is Stephen Perry a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?

Stephen charges a percentage of assets.

### Where is Stephen Perry based?

Stephen Perry is based in Omaha, Nebraska.

### Is Stephen Perry registered with the SEC?

Yes. Stephen Perry is registered as an investment adviser representative in NE and TX (CRD 8170338), 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 Stephen Perry?

Through Stephen's website, www.am1st.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8170338): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.am1st.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.