Stephen EschCRD Number: 6135866
Current Firm: Avior Wealth Management, LLC
Stephen Esch (CRD# 6135866) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has 1 year of experience in the finance industry. Stephen Esch 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.
Ubs Financial Services Inc.
Td Ameritrade, Inc.
|Avior Wealth Management, LLC||Omaha, NE||Sep 2021 - Current||< 1|
|Cvc Construction||Sacramento, CA||Aug 2010 - Current||11|
|Nelson Van Denburg & Campbell Wealth Management Group LLC||Omaha, NE||Aug 2014 - Sep 2021||7|
|Creighton University||Omaha, NE||Aug 2010 - May 2014||3|
|Physician Advisors, LLC||Omaha, NE||Oct 2012 - Aug 2013||< 1|
Total Assets Under Management1,673MILLIONS
Total Number of Accounts1,581ACCOUNTS
Average Account Value$1,058,463
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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