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Stephen Laurence Esch

Avior Wealth Management, LLC

Omaha, NE

CRD 6135866

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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:

Current Employers
Avior Wealth Management, Llc

14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-19
CO RA APPROVED 2026-02-19
NE RA APPROVED 2017-01-09
  • CA RA
    APPROVED
    Since 2026-02-19
  • CO RA
    APPROVED
    Since 2026-02-19
  • NE RA
    APPROVED
    Since 2017-01-09

Branch Locations

14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cvc Construction Sacramento CA 08/2010 Present
Nelson Van Denburg & Campbell Wealth Management Group Llc Omaha NE 08/2014 09/2021
Avior Wealth Management, Llc Omaha NE 09/2021 Present
  • 08/2010 → Present
    Cvc Construction
    Sacramento, CA
  • 08/2014 → 09/2021
    Nelson Van Denburg & Campbell Wealth Management Group Llc
    Omaha, NE
  • 09/2021 → Present
    Omaha, NE
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Omaha, NE

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