Avior Wealth Management, LLC

Avior Wealth Management, LLC (CRD# 148674) is a financial advisory firm headquartered in Omaha, NE. They manage $2,314,418,882 in 2,451 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,314
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Avior Wealth Management, LLC
Showing 1 - 10 of 32 top financial advisors.
1
Cynthia Bohrer
CRD#: 1428750
14301 First National Bank Parkway, Suite 110, Omaha, NE 68154

Cynthia Bohrer (CRD# 1428750) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has over 26 years of experience in the finance industry.

2
Britt E. Campbell
CRD#: 3166468
14301 First National Bank Parkway, Suite 110, Omaha, NE 68154

Britt Campbell (CRD# 3166468) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has over 22 years of experience in the finance industry.

3
Scott T. Cavey
CRD#: 4287897
14301 First National Bank Parkway, Suite 110, Omaha, NE 68154

Scott Cavey (CRD# 4287897) 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. Scott Cavey 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.

4
Anthony L. Cerone
CRD#: 4144981
14301 First National Bank Parkway, Suite 110, Omaha, NE 68154

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.

5
Jeffrey G. Davis
CRD#: 5689818
14301 First National Bank Parkway, Suite 110, Omaha, NE 68154

Jeffrey Davis (CRD# 5689818) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has over 12 years of experience in the finance industry.

6
John M. Eaton
CRD#: 2512711
14301 First National Bank Parkway, Suite 110, Omaha, NE 68154

John Eaton (CRD# 2512711) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has over 27 years of experience in the finance industry. John Eaton 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.

7
Ryan S. Elkins
CRD#: 4807196
14301 First National Bank Parkway, Suite 110, Omaha, NE 68154

Ryan Elkins (CRD# 4807196) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has over 17 years of experience in the finance industry. Ryan Elkins 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.

8
Stephen L. Esch
CRD#: 6135866
14301 First National Bank Parkway, Suite 110, Omaha, NE 68154

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.

9
Rodney W. Goben
CRD#: 2095028
14301 First National Bank Parkway, Suite 110, Omaha, NE 68154

Rodney Goben (CRD# 2095028) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has over 31 years of experience in the finance industry.

10
Brian J. Goracke
CRD#: 3274062
14301 First National Bank Parkway, Suite 110, Omaha, NE 68154

Brian Goracke (CRD# 3274062) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has over 22 years of experience in the finance industry.

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