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Avior Wealth Management, LLC CRD 148674
$6.46B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2019-08-12 |
Branch Locations
1535 The Greens Way, Jacksonville Beach, FL 32250 • United States
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Omaha | NE | 04/2015 | 08/2019 |
| Various Insurance Carriers For W & R Insurance Agencies | Omaha | NE | 08/2015 | 08/2019 |
| Nelson Van Denburg & Campbell Wealth Management Group, Llc | Omaha | NE | 08/2019 | 09/2021 |
| Avior Wealth Management, Llc | Omaha | NE | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-02 |
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