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Crystal Elizabeth Keller

AVIOR WEALTH MANAGEMENT, LLC·OMAHA, Nebraska
Clean recordAVIOR WEALTH MANAGEMENT, LLC
14301 FIRST NATIONAL BANK PARKWAY, OMAHA, NE 68154CRD# 6201361Firm CRD# 148674

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Crystal Elizabeth Keller · OMAHA, NE
Registration
CRD #6201361 · AVIOR WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Crystal Elizabeth Keller is a registered financial advisor based in OMAHA, Nebraska, affiliated with AVIOR WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
AVIOR WEALTH MANAGEMENT, LLC
AVIOR WEALTH MANAGEMENT, LLC
AUM
$4.0B
Regulatory assets under management
Employees
204
Total firm employees
View all advisors at AVIOR WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6201361
Firm CRD# 148674
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Crystal Elizabeth Keller offer?
Crystal Elizabeth Keller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.
What are Crystal Elizabeth Keller's credentials?
Crystal Elizabeth Keller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Crystal Elizabeth Keller located?
Crystal Elizabeth Keller 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 Crystal Elizabeth Keller charge for services?
Crystal Elizabeth Keller'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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Other Advisors at AVIOR WEALTH MANAGEMENT, LLC

Jr. Michael Pflueger
OMAHA, NE
Justin Tyson Chessmore
OMAHA, NE
Jonathan Craig Weintraub
OMAHA, NE
Roddy Wayne Warren
OMAHA, NE
Christopher Neil Trub
OMAHA, NE
Curtis Lee Smith
OMAHA, NE

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