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Omaha, NE Office

Team
Updated today

Client AUM

$5,592,852,200

Clients

4,775

Advisors

43

Of 71 advisors across 16 offices

Location

14301 First National Bank Parkway, Suite 410

Omaha NE 68154

Advisors at this office

43

Advisors at this office

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Nicholas B

Series 65

Omaha, NE

Avior Wealth Management, LLC

Nicholas Biever is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Nelson Van Denburg & Campbell Wealth Management Group, LLC and Everest Group, LLC, as well as four years at Creighton University. Avior Wealth Management is an SEC-registered enterprise adviser managing approximately $5.08 billion in client assets through about 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.

Founder/Business Owner Executive
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Madelyn P

Series 65

Omaha, NE

Avior Wealth Management, LLC

Madelyn Peters is a Series 65-licensed financial advisor with Avior Wealth Management, LLC in Omaha, NE. She has been with Avior since 2021 and previously held positions at Creighton University and Ascensus Government Savings. Avior Wealth Management serves a diverse client base, including individuals, institutions, corporations, and trusts, offering investment management, financial planning, and consulting services. The firm employs a fundamental investment approach with both long- and short-term positions and utilizes a combination of direct portfolio management and separately managed account models.

Founder/Business Owner Executive
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Jay N

CFP®

Omaha, NE

Avior Wealth Management, LLC

Jay Nelson is a CFP® professional with five years of industry experience, currently serving at Avior Wealth Management, LLC since 2021. Prior to that, he spent four years with Nelson Van Denburg & Campbell Wealth Management Group, LLC. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banks or thrift institutions, offering investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis investment approach with a combination of direct portfolio management and separately managed accounts, and operates affiliated tax, accounting, and insurance businesses.

Founder/Business Owner Executive
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Ryan M

Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Ryan Mcquillan is a financial advisor at Avior Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2013 to 2022. Outside of his advisory role, he is an owner and realtor at MO PROPERTIES, LLC, focusing on bookkeeping and analysis. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in assets and serving a diverse client base including individuals, pension plans, charitable and corporate entities, and banking institutions. The firm employs a fundamental analysis-based investment approach with both long- and short-term strategies, offering comprehensive financial planning and business consulting services.

Founder/Business Owner Executive
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Anthony C

CFP®, Series 66

Omaha, NE

Avior Wealth Management, LLC

Anthony Cerone is a CFP® with 24 years of experience in the financial services industry. He is currently with Avior Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with Nelson Van Denburg & Campbell Wealth Management Group, LLC for five years. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.

Founder/Business Owner Executive
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Lee M

CFP®, Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Lee Martin is a CFP® professional with 38 years of industry experience. He is currently with Avior Wealth Management, LLC, having joined in 2023 after ten years at Financial Advocates Investment Management and thirteen years at LPL Financial, LLC. Outside of his advisory work, he has operated a sole proprietorship selling fixed annuities in Bellevue, WA. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individual, pension, charitable, corporate, and banking clients using a fundamental analysis-based investment process that includes both long- and short-term strategies, with services spanning discretionary management, financial planning, and business consulting.

Founder/Business Owner Executive
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Jeremy P

Series 66

Omaha, NE

Avior Wealth Management, LLC

Jeremy Palensky is a financial advisor at Avior Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked with Raymond James Financial Services and First Investments and Planning. Outside of his advisory role, he owns JerPal Sports Cards & Collectibles, LLC, where he buys, grades, and sells sports cards. Avior Wealth Management serves a diverse client base, including individuals, institutions, and banks, offering both discretionary and non-discretionary investment management along with financial planning and consulting services. The firm uses fundamental analysis and a combination of direct portfolio management and separately managed accounts, implementing strategies primarily through Charles Schwab and Fidelity custodians.

Founder/Business Owner Executive
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Cynthia B

Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Cynthia Bohrer is a financial advisor at Avior Wealth Management, LLC with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Merrill and Nelson, VanDenburg & Campbell Wealth Management Group. Outside of her advisory role, she is a member of Bohrer Properties LLC, an entity she and her spouse use to title rental property. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and both long- and short-term strategies.

Founder/Business Owner Executive
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Mark P

CFP®, Series 63

Omaha, NE

Avior Wealth Management, LLC

Mark Pogreba is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC since 2021. His prior experience includes roles at Nelson Van Denburg and Campbell Wealth Management Group, Silverleaf Advisor Group, LPL Financial, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is also active as a musician and singer. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension and retirement plans, charitable and corporate entities, and banking institutions, employing a fundamentally driven investment approach with both long- and short-term strategies and offering a range of in-house tax and accounting services.

Founder/Business Owner Executive
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Kent N

Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Kent Nelson is a financial advisor with Avior Wealth Management, LLC in Omaha, NE, holding Series 63 and Series 65 credentials and 41 years of industry experience. He worked at Nelson, Van Denburg & Campbell for 10 years before joining Avior Wealth Management in 2021. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension and retirement plans, corporations, trusts, and banking institutions. The firm employs a fundamental analysis investment approach and offers a range of services, such as discretionary and non-discretionary investment management, financial planning, and business consulting.

Founder/Business Owner Executive
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John M

Series 65

Omaha, NE

Avior Wealth Management, LLC

John Mcmannama is a financial advisor at Avior Wealth Management, LLC with 33 years of industry experience. He holds a Series 65 designation and previously worked at Nelson, Van Denburg & Campbell Wealth Management Group LLC for six years. He is an active member of the MoneySunk Investors investment club in Nebraska. Avior Wealth Management serves a broad mix of individual and institutional clients, providing discretionary and non-discretionary investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis investment approach, combining long- and short-term positions with direct portfolio management and separately managed account models.

Founder/Business Owner Executive
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Scott C

CFP®, Series 65, Series 66

Omaha, NE

Avior Wealth Management, LLC

Scott Cavey is a financial advisor at Avior Wealth Management, LLC in Omaha, NE, with 25 years of industry experience. He holds the CFP® designation along with Series 65 and Series 66 licenses. Prior to joining Avior in 2021, he worked at Nelson Van Denburg & Campbell Wealth Management Group, Cavey & Associates, LLC, and Cetera Advisors LLC. Outside of advisory work, he facilitates Dave Ramsey's Core Wellness program for the business community and serves on the Papillion Fire Department Local 3767 Pension Committee. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in assets through approximately 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, comprehensive financial planning, and business consulting.

Founder/Business Owner Executive
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William S

CFP®, Series 66

Omaha, NE

Avior Wealth Management, LLC

William Shafroth is a CFP® and Series 66 credentialed advisor at Avior Wealth Management, LLC with 10 years of industry experience. He has worked at Avior since 2021 and previously held roles at Nelson, VanDenburg & Campbell Wealth Management Group, LLC, and Fidelity. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension plans, corporations, trusts, and banks, offering investment management, financial planning, pension consulting, and business consulting services. The firm employs a fundamental analysis investment approach with both long- and short-term positions, utilizing direct portfolio management and separately managed accounts.

Founder/Business Owner Executive
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Andrea M

CFA®, Series 63, Series 65

Omaha, NE

Avior Wealth Management, LLC

Andrea Mcmahon is a CFA® charterholder with 25 years of industry experience. She currently serves as a financial advisor at Avior Wealth Management, LLC, where she has worked since 2021. Prior to that, she spent eight years with Nelson, Van Denburg & Campbell Wealth Management Group, LLC. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through approximately 120 financial professionals. The firm serves individuals, pension plans, charitable and corporate entities, and banking institutions, offering investment management, financial planning, and business consulting with a focus on fundamental analysis and continuous portfolio supervision.

Founder/Business Owner Executive
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Alaina P

CFP®, Series 65

Omaha, NE

Avior Wealth Management, LLC

Alaina Pogreba is a CFP® with two years of industry experience, currently serving as a financial advisor at Avior Wealth Management, LLC in Omaha, NE. Her prior experience includes a role at Pinnacle Bank and several years working at Hy-Vee. Avior Wealth Management is an SEC-registered enterprise adviser managing over $5 billion in client assets through about 120 financial professionals. The firm serves individuals, retirement plans, charitable and corporate entities, and banking institutions, offering discretionary and non-discretionary investment management, financial planning, and business consulting.

Founder/Business Owner Executive
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