Stephen Patterson, financial advisor Omaha NE

Stephen Patterson

CRD Number: 5014422
Current Firm: Avior Wealth Management, LLC

Stephen Patterson (CRD# 5014422) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has over 18 years of experience in the finance industry.

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Principal Advised Services
Company Name Location Dates Years
Avior Wealth Management, LLC Omaha, NE Sep 2021 - Current 2
Nelson Van Denburg & Campbell Wealth Management Group, LLC Omaha, NE Dec 2015 - Sep 2021 5
Lutz Financial Services, LLC Omaha, NE Dec 2007 - Dec 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2005
S65 NASAA Investment Advisors Law Examination Feb 2008
Contact Info for Stephen R. Patterson
Phone Number: 402-218-4064
Registered State(s):
  • IA
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    3,302
    MILLIONS
  • Total Number of Accounts
    3,445
    ACCOUNTS
  • Average Account Value
    $958,624
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, ID, IL, IN, KS, LA, MD, MI, MN, MO, NC, NE, NH, NM, NV, NY, OH, OK, OR, SC, SD, TN, TX, UT, VA, VT, WA, WI

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