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Kyle Stewart Spitzenberger

Avior Wealth Management, LLC

Omaha, NE

CRD 7959695

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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
NE RA APPROVED 2024-11-18
  • NE RA
    APPROVED
    Since 2024-11-18

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
Avior Wealth Management, Llc Omaha NE 06/2022 Present
Mutual Of Omaha Omaha NE 02/2022 06/2022
Creighton University Omaha NE 09/2021 05/2022
Nebraska Furniture Mart Omaha NE 06/2021 09/2021
Unemployed Omaha NE 09/2020 06/2021
Orion Omaha NE 04/2020 09/2020
National Idemnity Company Omaha NE 10/2019 04/2020
Unemployed Omaha NE 09/2019 10/2019
Servpro Wichita KS 06/2019 09/2019
Creighton University Omaha NE 07/2018 06/2019
Andover Golf Course Andover KS 05/2015 08/2018
  • 06/2022 → Present
    Avior Wealth Management, Llc
    Omaha, NE
  • 02/2022 → 06/2022
    Mutual Of Omaha
    Omaha, NE
  • 09/2021 → 05/2022
    Creighton University
    Omaha, NE
  • 06/2021 → 09/2021
    Nebraska Furniture Mart
    Omaha, NE
  • 09/2020 → 06/2021
    Unemployed
    Omaha, NE
  • 04/2020 → 09/2020
    Orion
    Omaha, NE
  • 10/2019 → 04/2020
    National Idemnity Company
    Omaha, NE
  • 09/2019 → 10/2019
    Unemployed
    Omaha, NE
  • 06/2019 → 09/2019
    Servpro
    Wichita, KS
  • 07/2018 → 06/2019
    Creighton University
    Omaha, NE
  • 05/2015 → 08/2018
    Andover Golf Course
    Andover, KS
Designations
  • Certified Financial Planner

View on SEC IAPD

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