Donald Wayne Stanley

Employer firm

Avior Wealth Management, LLC CRD 148674

$6.46B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 08/2017
  Fidelity Brokerage Services Llc
  Omaha, NE
• 08/2017 → 09/2021
  Nelson Van Denburg & Campbell Wealth Management Group Llc
  Omaha, NE
• 09/2021 → Present
  Avior Wealth Management, Llc
  Omaha, NE

Previous Registrations

• 2014-09-15 → 2017-08-18
  Strategic Advisers Llc
  Omaha, NE
• 2012-10-11 → 2014-09-09
  Waddell & Reed
  Omaha, NE
• 2011-02-04 → 2012-09-05
  Td Ameritrade, Inc.
  Omaha, NE
  Westlake, TX
  Omaha, NE
  Omaha, NE
• 2011-02-04 → 2012-09-05
  Td Ameritrade Investment Management, Llc
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2011-01-28
• S63 Uniform Securities Agent State Law Examination
  2008-01-30

Other Names

• Donald Wayne Stanley
• Donald Wayne Stanley
• Donald Wayne Stanley
• Don Stanley
• Donald Wayne Stanley
• Donald Wayne Stanley