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 qualifies for an exemption or exclusion from notification requirements. Important information describing Avior’s business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. Avior will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients. Copies are also available to interested parties upon request. This site is published in the United States for residents of the United States. Avior is not soliciting business in international jurisdictions where it is not registered.
Company Details
- Employees
- 89
- Founded
- -
- Address
- 14301 Fnb Pkwy,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://avior.com/
- Keywords
- financial planning, investment management, retirement planning, tax planning strategies, insurance planning, cash-flow & net worth planning, estate planning, education planning, business owner planning.
- HQ
- Omaha, Nebraska
Avior Wealth Management, Llc Questions
Avior Wealth Management, Llc's website is https://avior.com/
Avior Wealth Management, Llc's LinkedIn profile is https://www.linkedin.com/company/avior-wealth
Avior Wealth Management, Llc has
89 employees.
View email and phone details for 89
employees at Avior Wealth Management, Llc.
Avior Wealth Management, Llc's industry is
Financial Services
Avior Wealth Management, Llc's top competitors are
Cv Advisors Llc,
Bridges Trust,
Lido Advisors, Llc,
Orion,
Constellation Wealth Capital,
Perigon Wealth Management, Llc,
Champion Capital Research,
Carson Group,
Avior Wealth Management, Llc,
Avior.
Avior Wealth Management, Llc's categories are Financial Services
Avior Wealth Management, Llc's founding year is 2011
