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Breanna Renee Beck

Avior Wealth Management, LLC

Omaha, NE

Columbus, OH

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Current Employers
Avior Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED_RES 2024-05-31
  • OH RA
    APPROVED_RES
    Since 2024-05-31

Branch Locations

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

3720 N. High Street, Columbus, OH 43214 • 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
Fullen Financial Group Columbus OH 06/2019 05/2024
Ameriprise Financial Worthington OH 05/2018 12/2018
Ck Technologies Montpelier OH 05/2017 08/2017
Winzeler Stamping Co Montpelier OH 02/2015 12/2016
The Ohio State University Columbus OH 08/2016 05/2019
Avior Wealth Management Omaha NE 05/2024 Present
  • 06/2019 → 05/2024
    Fullen Financial Group
    Columbus, OH
  • 05/2018 → 12/2018
    Ameriprise Financial
    Worthington, OH
  • 05/2017 → 08/2017
    Ck Technologies
    Montpelier, OH
  • 02/2015 → 12/2016
    Winzeler Stamping Co
    Montpelier, OH
  • 08/2016 → 05/2019
    The Ohio State University
    Columbus, OH
  • 05/2024 → Present
    Avior Wealth Management
    Omaha, NE
Previous Registrations
  • 2020-03-30 → 2024-05-07
    Fullen Financial Group, Inc.
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-06
  • S65 Uniform Investment Adviser Law Examination
    2020-01-06
Other Names
  • Breanna Renee Stein

View on SEC IAPD

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