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).
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Total Assets Under Management2,314MILLION
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Total Number of Accounts2,451ACCOUNTS
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Average Account Value$944,275
- 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, IL, KS, LA, MN, MO, NC, NE, NH, NM, NY, OK, OR, SD, TN, TX, UT, VA, VT, WA, WI
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.