Steve Perry

Financial Advisor

Role
Financial Advisor at America First Investment Advisors Llc
Location
Omaha, NE, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Steve Perry

America First Investment Advisors is a financial planning and investment management firm. We are registered as an investment advisor with the Securities & Exchange Commission.Our Company was founded in 1994 as a subsidiary of a larger Omaha-based firm. In October 2014, the Company was purchased by employees and advisers and is now a subsidiary of AFIA Holdings LLC.A Financial Advisor From the Old SchoolWe like to say that we are a “Financial Advisor from the Old School.” Something described as “Old School” has a quality that has stood the test of time. In financial planning and investment management, that quality is placing the interests of clients first. Of course, other advisors say they do this, too. What’s different about us?• Our guidance is the same that we’d give a member of our own family. We don’t overwhelm clients with the pros and cons of a dozen strategies. And we don’t sell annuities or any other financial products, so sales commissions play no part in what we recommend.• We do our own investment research and management. The typical advisor outsources investment management and focuses on selling. We think clients should be able to speak with the people making investment decisions for them. This can give them the confidence they need to stick with their strategy and achieve their goals. • We are very selective in what we buy. This means that we will be out of step with the market at times. That’s OK with us. It’s more important that clients receive a return over the long run that rewards them for the risk they take when investing. The best part of our Old School approach is that clients have a team of experienced people working for them. We share ideas to produce better results.

Experience

  1. Financial Advisor

    America First Investment Advisors Llc

    Oct 2025 — Present · Omaha, NE, US

Education

  • Midland University

    Master of Business Administration - MBA, Finance

    2017 — 2018

  • University of Nebraska at Omaha

    Bachelor of Science in Business Adminstration, Marketing

    2007 — 2011

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Steve Perry — Financial Advisor at America First Investment Advisors Llc in Omaha, NE, US | Unifers