Claim Profile
CK

Crystal Elizabeth Keller

AVIOR WEALTH MANAGEMENT, LLC·OMAHA, Nebraska
Unclaimed Profile
14301 FIRST NATIONAL BANK PARKWAY, OMAHA, NE 68154CRD# 6201361Firm CRD# 148674
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
03

Firm Overview

Firm
AVIOR WEALTH MANAGEMENT, LLC
AVIOR WEALTH MANAGEMENT, LLC
AUM
$4.0B
Regulatory assets under management
Employees
204
Total firm employees
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in OMAHA?

Browse all registered financial advisors in OMAHA, Nebraska or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty