Cynthia Bohrer (CRD# 1428750) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has over 28 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avior Wealth Management, LLC | Omaha, NE | Sep 2021 - Current | 2 |
| Nelson, Vandenburg & Campbell Wealth Management Group, LLC | Omaha, NE | Sep 2017 - Sep 2021 | 4 |
| Unemployed | Omaha, NE | Mar 2017 - Sep 2017 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Omaha, NE | Jan 1981 - Mar 2017 | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1996 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
- NE
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Total Assets Under Management3,986MILLIONS
-
Total Number of Accounts3,710ACCOUNTS
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Average Account Value$1,074,489
- 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
- Other
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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