Avior Wealth Management, LLC

Avior Wealth Management, LLC (CRD# 148674) is a financial advisory firm headquartered in Omaha, NE. They manage $3,986,353,586 in 3,710 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,986
    MILLION
  • Total Number of Accounts
    3,710
    ACCOUNTS
  • Average Account Value
    $1,074,489
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Avior Wealth Management, LLC
Showing 11 - 20 of 40 top financial advisors.
11
Joshua S. Heiden
CRD#: 6165555
14301 First National Bank Parkway, Suite 110, Omaha, NE 68154

Joshua Heiden (CRD# 6165555) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has over 11 years of experience in the finance industry.

12
Bruce C. Kuehl
CRD#: 1799517
14301 First National Bank Parkway, Suite 110, Omaha, NE 68154

Bruce Kuehl (CRD# 1799517) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has over 36 years of experience in the finance industry.

13
Andrea P. McMahon
CRD#: 1568097
14301 First National Bank Parkway, Suite 110, Omaha, NE 68154

Andrea McMahon (CRD# 1568097) 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.

14
John W. McMannama
CRD#: 847220
14301 First National Bank Parkway, Suite 110, Omaha, NE 68154

John McMannama (CRD# 847220) 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.

15
Timothy D. Mollak
CRD#: 6574794
14301 First National Bank Parkway, Suite 110, Omaha, NE 68154

Timothy Mollak (CRD# 6574794) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has over 7 years of experience in the finance industry.

16
Morris L. Monroe
CRD#: 1227631
10655 Six Pines Drive, Suite 100, The Woodlands, TX 77380

Morris Monroe (CRD# 1227631) is an Investment Advisor Representative working at Avior Wealth Management, LLC in The Woodlands, TX and has over 41 years of experience in the finance industry.

17
Kent E. Nelson
CRD#: 1264885
14301 First National Bank Parkway, Suite 110, Omaha, NE 68154

Kent Nelson (CRD# 1264885) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has over 39 years of experience in the finance industry.

18
Stephen R. Patterson
CRD#: 5014422
14301 First National Bank Parkway, Suite 110, Omaha, NE 68154

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.

19
Michael D. Pflueger,jr.
CRD#: 6179055
14301 First National Bank Parkway, Suite 110, Omaha, NE 68154

Michael Pflueger,jr. (CRD# 6179055) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has over 10 years of experience in the finance industry.

20
Mark E. Pogreba
CRD#: 2100591
14301 First National Bank Parkway, Suite 110, Omaha, NE 68154

Mark Pogreba (CRD# 2100591) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has over 33 years of experience in the finance industry.

PREV ... 1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.