Unclaimed Profile

Christopher Neil Trub

AVIOR WEALTH MANAGEMENT, LLC·OMAHA, Nebraska

SIE, Series 7, Series 66CFPClean record18 years registeredAVIOR WEALTH MANAGEMENT, LLC

14301 FIRST NATIONAL BANK PARKWAY, OMAHA, NE 68154CRD# 5342526Firm CRD# 148674

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Neil Trub · OMAHA, NE

Registration

CRD #5342526 · AVIOR WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

AVIOR WEALTH MANAGEMENT, LLC

Jul 2019 – present

USAA INVESTMENT MANAGEMENT COMPANY

Jan 2018 – Jul 2019

SAN ANTONIO, TX

USAA FINANCIAL PLANNING SERVICES

Jan 2009 – Jan 2018

SAN ANTONIO, TX

USAA INVESTMENT MANAGEMENT COMPANY

Oct 2007 – Dec 2008

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 6, 2007

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVIOR WEALTH MANAGEMENT, LLC

CRD 148674 · SEC 801-69773

AUM

$4.0B

Regulatory assets under management

Employees

204

3,710 client accounts

Services offered by AVIOR WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AVIOR WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Neil Trub offer?

Christopher Neil Trub specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Christopher Neil Trub's credentials?

Christopher Neil Trub holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christopher Neil Trub located?

Christopher Neil Trub is based in OMAHA, Nebraska, working with AVIOR WEALTH MANAGEMENT, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Christopher Neil Trub charge for services?

Christopher Neil Trub's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVIOR WEALTH MANAGEMENT, LLC?

AVIOR WEALTH MANAGEMENT, LLC has approximately 204 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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