Stephen Esch, financial advisor Omaha NE

Stephen Esch

CRD 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.

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Professional Designations
Company Name Location Dates Years
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

Stephen Esch has no recent exams reported.
Contact Info for Stephen L. Esch
Phone Number: 402-218-4064
Firm Website: http://ecorpus.com
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    1,673
    MILLIONS
  • Total Number of Accounts
    1,581
    ACCOUNTS
  • Average Account Value
    $1,058,463
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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