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America First Financial Institutions Management LLC (Omaha)


America First Financial Institutions Management LLC is a pension cosultant based in Omaha. It manages $12.44 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Nebraska.

America First Financial Institutions Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

America First Financial Institutions Management: assets under management

The assets under management (AUM) of America First Financial Institutions Management LLC is $12.44 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.44 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.44 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay America First Financial Institutions Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Michael B Yanney Member 1 May 1984 50% - 75% 1500337
Martin Massengale Manager 1 Jul 1994 Other 4766090
Gail Yanney Member 1 Feb 1996 Other 4766095
Mariann Byerwalter Manager 1 Jan 1997 Other 2369160
Lisa Y Roskens Member 1 Aug 1999 Other 4427998
Clayton Yeutter Manager 1 May 2001 Other 4766097
George H Krauss Member 1 Aug 2001 Other 2069309
William Carter Manager 1 Feb 2003 Other 4766098
Patrick Jung Manager 1 May 2003 Other 4766100
James Ellis Manager 1 Jan 2005 Other 5063888

Based in Omaha

The principal office where America First Financial Institutions Management LLC performs its advisory services is located at 1004 Farnam St. Suite 400, Omaha, NE 68102, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 402-930-3020 or by fax 402-930-3010. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.


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