Avior Wealth Management, LLC

Q: What is Avior Wealth Management, LLC's company size?

Avior wealth management, llc has 51 - 200 people working.

Financial Services

Specialities :

Financial planning

Investment management

Retirement planning

Tax planning strategies

Insurance planning

Revenue

11M - 100M

Total Funding

Size

51 - 200

About Us

Financial Planning and Investment Management services are provided by Avior Wealth Management, LLC, a SEC registered investment advisor. All investments are subject to risk, including loss of principal. Nothing contained herein should be construed as legal or tax advice. Please consult your attorney regarding legal / estate planning or your CPA regarding tax questions. On April 1st 2011, the Campbell Wealth Management Group, Inc combined with Nelson-VanDenburg & Associates to form: Nelson, VanDenburg & Campbell Wealth Management Group, LLC. On September 1, 2021 Nelson, Van Denburg and Campbell rebranded to Avior Wealth Management, LLC (Avior). Avior is an SEC-registered investment advisor located in Omaha, NE. Avior and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC-registered advisors by those states in which we maintains clients. Avior may only transact business in those states in which it is notice filed, or ...

Contact Information

Omaha , Nebraska , United States

aviorwealth.com

Avior Wealth Management, LLC Org Chart

CEO

(Financial Services)

51 - 200

Kelli Mehrens

Chief Operating Officer

View Email

View Contact

Employees

Total Employees:
61

Top Contacts:
3

C-Level 0	VP - Level1
Director-	Manager2
Others64

Employees Working At Avior Wealth Management, LLC

Brandon Kanoy

Chief Financial Officer

Jonathan Weintraub

Tax Professional Director Owner

Chris Snowardt

Director of Operations

Andrea McMahon

Chief Investment OfficerWealth AdvisorOwner

Victoria Ramirez

Tax Professional Associate I

Avior Wealth Management, LLC Email Formats

Structure	Email Format
<first>.<last>@	John.Smith@aviorwealth.com

Buyer Intent

Pain Points	Locations	Technologies
Application Development	La Vista, NE	communication, financial, ongoing communication, compliance, share, security, client service
Automation Testing	La Vista, NE	communication, financial, ongoing communication, compliance, share, security, client service
Compliance	La Vista, NE	communication, financial, ongoing communication, compliance, share, security, client service
Digital Transformation	La Vista, NE	communication, financial, ongoing communication, compliance, share, security, client service
Project Management	Houston, TX	financial

Trigger

Tech Stack Used By Avior Wealth Management, LLC

A quick view of products employed by Avior Wealth Management, LLC

Access

Excel

Heartbeat

Mass

Microsoft office

List of technologies used by Avior Wealth Management, LLC

Client service

Communication

Compliance

Customer service

Financial

Languages Used By Avior Wealth Management, LLC

Basic

OS Used By Avior Wealth Management, LLC

Jobs at Avior Wealth Management, LLC

Hiring 2024-12-24 04:10:27

Financial Advisor

Houston, TX

The ideal candidate will deliver personalized investment solutions to help clients work toward th...

Hiring 2024-11-29 16:20:35

Tax Professional - Principal

La Vista, NE

Job DescriptionTax Professional - Principal About UsAt Avior, we believe in more than just managi...

Frequently Asked Questions About Avior Wealth Management, LLC

What does Avior wealth management, llc do?+

What are Avior wealth management, llc's specialties? +

Financial planning,investment management,retirement planning,tax planning strategies,insurance planning,cash-flow & net worth planning,estate planning,education planning,and business owner planning