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14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-24 |
| MN | RA | APPROVED | 2026-02-23 |
Branch Locations
11100 Wayzata Blvd, Suite 210, Minnetonka, MN 55305 • United States
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Insurance Company | Minneapolis | MN | 10/2009 | 02/2018 |
| Allianz Life Financial Services | Minneapolis | MN | 10/2009 | 02/2018 |
| Prosperity Capital Advisors | Westlake | OH | 02/2018 | 04/2020 |
| Oakwood Capital Advisors | Minneapolis | MN | 06/2019 | 03/2023 |
| C2P Enterprises, Llc | Wayzata | MN | 03/2018 | 04/2020 |
| Sound Income Strategies Llc | Fort Lauderdale | FL | 03/2023 | 02/2026 |
| Avior Wealth Management, Llc | Minnetonka | MN | 02/2026 | Present |
1. Retirement Income Source DBA - Investment related. 19282 Paddock Lane Corcoran, MN 55340. Manager of branch location. Contractor. Marketing to prospective clients for Investment Advisory and Fixed Insurance services. This encompasses approximately 50% of business hours. 3/2023 - Present 1. Fixed Insurance Sales - Investment related. 19282 Paddock Lane Corcoran, Sales of Fixed Insurance products. This encompasses approximately 50% of business hours. 2006 - Present
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-23 |
| S66 | Uniform Combined State Law Examination | 2007-02-20 |
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