Best Investors Account Sign in
Inactive

Timothy David Mollak

Avior Wealth Management, LLC

Omaha, NE

CRD 6574794

Claim This Profile
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
NE RA APPROVED 2026-01-21
  • NE RA
    APPROVED
    Since 2026-01-21

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
Illuminate Financial Group Omaha NE 10/2015 05/2020
University Of Nebraska Omaha Omaha NE 01/2015 05/2021
Cetera Advisors Llc Denver CO 06/2016 05/2020
Nelson Van Denburg & Campbell Wealth Management Group, Llc Omaha NE 05/2020 09/2021
Avior Wealth Management, Llc Omaha NE 09/2021 Present
  • 10/2015 → 05/2020
    Illuminate Financial Group
    Omaha, NE
  • 01/2015 → 05/2021
    University Of Nebraska Omaha
    Omaha, NE
  • 06/2016 → 05/2020
    Cetera Advisors Llc
    Denver, CO
  • 05/2020 → 09/2021
    Nelson Van Denburg & Campbell Wealth Management Group, Llc
    Omaha, NE
  • 09/2021 → Present
    Omaha, NE
Previous Registrations
  • 2016-09-02 → 2020-05-04
    Cetera Advisors Llc
    Omaha, NE
    Inverness, FL
Other Businesses

2. NAME OF OTHER BUSINESS: UNITED CEREBRAL PALSY OF NEBRASKA; INVESTMENT RELATED: NO; ADDRESS: 920 SOUTH 107TH AVENUE, OMAHA, NE 68114; NATURE OF BUSINESS: 501(C)(3); START DATE: 09/2017; POSITION/TITLE/RELATIONSHIP: MEMBER / TREASURER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: REVIEW AND PRESENT FINANCIALS AT BOARD MEETINGS, OCCASIONALLY SIGN CHECKS; 3. NAME OF OTHER BUSINESS: FORESTER FINANCIAL; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE SERVICE AND SALES; START DATE: 12/2017; POSITION/TITLE/RELATIONSHIP: AGENT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: SERVICE AND SALES; 4. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 01/2018; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE; 5. NAME OF OTHER BUSINESS: CAVEY & ASSOCIATES, LLC; INVESTMENT RELATED: NO; ADDRESS: 6317 S 120TH PLAZA, OMAHA, NE 68137; NATURE OF BUSINESS: TAX AND COMPENSATION PURPOSES; START DATE: 07/2019; POSITION/TITLE/RELATIONSHIP: STATUTORY EMPLOYEE; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: ENTITY USED FOR TAX AND COMPENSATION PURPOSES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-05
  • S66 Uniform Combined State Law Examination
    2016-08-05

View on SEC IAPD

More in Omaha, NE

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor