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John Wayne Mcmannama

Avior Wealth Management, LLC

Omaha, NE

CRD 847220

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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
TX RA APPROVED_RES 2022-03-10
NE RA APPROVED 2015-10-07
  • TX RA
    APPROVED_RES
    Since 2022-03-10
  • NE RA
    APPROVED
    Since 2015-10-07

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
Nelson, Van Denburg & Campbell Wealth Management Group Llc Omaha NE 09/2015 09/2021
Avior Wealth Management, Llc Omaha NE 09/2021 Present
  • 09/2015 → 09/2021
    Nelson, Van Denburg & Campbell Wealth Management Group Llc
    Omaha, NE
  • 09/2021 → Present
    Omaha, NE
Previous Registrations
  • 1993-09-20 → 2015-10-07
    Mcmannama & Associates
    Omaha, NE
Other Businesses

IN DECEMBER 2007, MR. MCMANNAMA JOINED MONEYSUNK INVESTORS, AN INVESTMENT CLUB ORGANIZED IN THE STATE OF NEBRASKA AND LOCATED AT 4700 F STREET, OMAHA, NEBRASKA 68117. MR. MCMANNAMA'S INITIAL OWNERSHIP POSITION WAS LESS THAN 5% OF THE NET ASSET VALUE OF THE INVESTMENT PORTFOLIO OF MONEYSUNK INVESTORS. AS AN ACTIVE MEMBER OF THE INVESTMENT CLUB, MR. MCMANNAMA MAY MAKE PURCHASE OR SALE RECOMMENDATIONS OF SECURITIES OWNED BY THE CLIENTS OF MCMANNAMA & ASSOCIATES, INC. WHICH MAY ALSO BE OWNED BY THE INVESTMENT CLUB. MR. MCMANNAMA DEVOTES APPROXIMATELY 3 HOURS PER MONTH ATTENDING MONEYSUNK INVESTOR MEETINGS. ALL MEETINGS ARE HELD IN THE EVENING AND NOT DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-01-28
  • S65 Uniform Investment Adviser Law Examination
    1993-01-28

View on SEC IAPD

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