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Klaus Gerhard Steinke

Avior Wealth Management, LLC

Omaha, NE

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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
NE RA APPROVED 2021-11-18
IA RA APPROVED 2021-11-17
  • NE RA
    APPROVED
    Since 2021-11-18
  • IA RA
    APPROVED
    Since 2021-11-17

Branch Locations

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investment Omaha NE 12/2010 11/2017
Change Path Llc Leawood KS 11/2017 11/2019
Silver Oak Securities Inc. Jackson TN 03/2020 Present
Unemployed Creston IA 11/2019 02/2020
Cornerstone Financial Group Creston IA 02/2020 Present
Avior Wealth Management, Llc Omaha NE 11/2021 Present
  • 12/2010 → 11/2017
    Fidelity Investment
    Omaha, NE
  • 11/2017 → 11/2019
    Change Path Llc
    Leawood, KS
  • 03/2020 → Present
    Silver Oak Securities Inc.
    Jackson, TN
  • 11/2019 → 02/2020
    Unemployed
    Creston, IA
  • 02/2020 → Present
    Cornerstone Financial Group
    Creston, IA
  • 11/2021 → Present
    Avior Wealth Management, Llc
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-12
  • S66 Uniform Combined State Law Examination
    2006-10-12
Designations
Other Names
  • Klaus Steinke
  • Klaus Gerhard Steinke
  • Klaus Steinke
  • Klaus G Steinke

View on SEC IAPD

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