Unclaimed Profile

Donald Wayne Stanley

AVIOR WEALTH MANAGEMENT, LLC·OMAHA, Nebraska

SIE, Series 7, Series 63, Series 66Clean record15 years registeredAVIOR WEALTH MANAGEMENT, LLC

14301 FIRST NATIONAL BANK PARKWAY, OMAHA, NE 68154CRD# 5427804Firm CRD# 148674

Profile Verification

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

Identity

Donald Wayne Stanley · OMAHA, NE

Registration

CRD #5427804 · AVIOR WEALTH MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

AVIOR WEALTH MANAGEMENT, LLC

Aug 2017 – present

STRATEGIC ADVISERS, INC.

Sep 2014 – Aug 2017

OMAHA, NE

WADDELL & REED

Oct 2012 – Sep 2014

OMAHA, NE

AMERIVEST INVESTMENT MANAGEMENT, LLC

Feb 2011 – Sep 2012

OMAHA, NE

TD AMERITRADE, INC.

Feb 2011 – Sep 2012

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · February 4, 2011

Years registered · 15

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 Donald Wayne Stanley offer?

Donald Wayne Stanley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Donald Wayne Stanley's credentials?

Donald Wayne Stanley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Wayne Stanley located?

Donald Wayne Stanley 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 Donald Wayne Stanley charge for services?

Donald Wayne Stanley'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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