TrueAdvisor
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DS
DS

Donald Wayne Stanley

Avior Wealth Management, LLC
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Avior Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
59 advisors
Number of Clients
4,385 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$5.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

14301 First National Bank Parkway, Suite 410, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Avior Wealth Management, LLC
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Strategic Advisers, INC.
September 2014 - August 2017 · 2 yrs 11 mos
Fidelity Brokerage Services LLCBroker
September 2014 - August 2017 · 2 yrs 11 mos
Waddell & Reed
October 2012 - September 2014 · 1 yr 11 mos
Waddell & ReedBroker
October 2012 - September 2014 · 1 yr 11 mos
TD Ameritrade, INC.
February 2011 - September 2012 · 1 yr 7 mos
Amerivest Investment Management, LLC
February 2011 - September 2012 · 1 yr 7 mos
TD Ameritrade, INC.Broker
January 2008 - September 2012 · 4 yrs 8 mos
State Registrations3 states
FLIANE
Advisor
Exams
No exam information available for this advisor.