Anthony Cerone, financial advisor Omaha NE

Anthony Cerone

CRD Number: 4144981
Current Firm: Avior Wealth Management, LLC

Anthony Cerone (CRD# 4144981) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has over 21 years of experience in the finance industry. Anthony Cerone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Avior Wealth Management, LLC Omaha, NE Sep 2021 - Current < 1
Nelson Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE Feb 2016 - Sep 2021 5
Lutz Financial Services, LLC Omaha, NE Jul 2005 - Feb 2016 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2001
Contact Info for Anthony L. Cerone
Phone Number: 402-218-4064
Registered State(s):
  • CA
  • CO
  • IL
  • IA
  • KS
  • NE
  • NM
  • NC
  • OK
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    2,314
    MILLIONS
  • Total Number of Accounts
    2,451
    ACCOUNTS
  • Average Account Value
    $944,275
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, IL, KS, LA, MN, MO, NC, NE, NH, NM, NY, OK, OR, SD, TN, TX, UT, VA, VT, WA, WI

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