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Rick Frevert
Rick is a Portfolio Manager in the Investment Management group at First National Bank Wealth Management. He is responsible for managing portfolios for high net worth clients, personal trusts, institutions, foundations and endowments and serves as a member of the Asset Allocation Committee.
Credentials
Rick has worked in the financial services industry since 1999 and prior to joining First National Bank served as Vice President of Partnerships & Alliances at Morningstar and Director of Client Development at Standard & Poor's.
Rick earned his Bachelor’s Degree in Finance from the University of Arizona and is a candidate for the Certified Investment Management Analyst (CIMA) designation.
Passions
In his free time Rick is actively involved in his children’s various sports activities and other community activities. Rick enjoys traveling, skiing, golf and spending quality time with his family at their cabin.
"I believe in our firm's investment philosophy and our ability to help clients achieve their financial goals. By getting to know our clients individually we are able to help them to develop and realize their long term goals and build valued relationships."
“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.
Trust and related services are provided by FNBO, a national bank with trust powers.
Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO. FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.
“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises. Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser. Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates. Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO. These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates. FNBO is not registered as a broker-dealer or investment adviser.
Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through FNA doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO. FNBO is not a registered investment adviser.
Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO. Member FDIC. Equal Housing Lender.
Only deposit products are FDIC insured.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE |
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