Sandra Koppen Loewen

Current Employers

Avior Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2026-02-23
CA	RA	APPROVED	2022-07-08

NH RA
APPROVED

Since 2026-02-23
CA RA
APPROVED

Since 2022-07-08

Branch Locations

2880 Cleveland Ave #2,, Santa Rosa, CA 95403 • United States

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

Organization	City	State	From	To
Montgomery Taylor & Company, Llc	Santa Rosa	CA	12/2009	07/2022
Avior Wealth Management, Llc	Santa Rosa	CA	07/2022	Present

12/2009 → 07/2022

Montgomery Taylor & Company, Llc

Santa Rosa, CA
07/2022 → Present

Avior Wealth Management, Llc

Santa Rosa, CA

Previous Registrations

2015-07-29 → 2022-07-01

Montgomery Taylor Wealth Management

Santa Rosa, CA

Other Businesses

Avior Tax and Accounting, LLC: This business is NOT investment-related. 2880 Cleveland Ave #2, Santa Rosa, CA 95403 (Same address). Tax planning and tax return services. Start date of relationship = start date of employment. Number of hours work per week is approx. 20 hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-12-20

S65 Uniform Investment Adviser Law Examination

2014-12-20

Designations

Other Names

Sandra Marie Koppen

View on SEC IAPD