Unclaimed Profile

Klaus Gerhard Steinke

AVIOR WEALTH MANAGEMENT, LLC·OMAHA, Nebraska

SIE, Series 7, Series 7TO, Series 66CFP19 years registeredAVIOR WEALTH MANAGEMENT, LLC

14301 FIRST NATIONAL BANK PARKWAY, OMAHA, NE 68154CRD# 5182198Firm CRD# 148674

Profile Verification

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

Identity

Klaus Gerhard Steinke · OMAHA, NE

Registration

CRD #5182198 · AVIOR WEALTH MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

AVIOR WEALTH MANAGEMENT, LLC

Nov 2021 – present

SILVER OAK SECURITIES, INC.

Mar 2020 – Nov 2021

Creston, IA

CHANGE PATH LLC

Nov 2017 – Nov 2019

OMAHA, NE

STRATEGIC ADVISERS, INC.

Jan 2011 – Oct 2017

OMAHA, NE

AMERIPRISE FINANCIAL SERVICES, INC.

Oct 2009 – Dec 2009

OMAHA, NE

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2007 – Jul 2009

OMAHA, NE

EDWARD JONES

Oct 2006 – Jun 2007

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 66

Registration record

First registered · October 27, 2006

Years registered · 19

Professional designation · CFP

Disclosure History

2014Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Klaus Gerhard Steinke offer?

Klaus Gerhard Steinke specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Klaus Gerhard Steinke's credentials?

Klaus Gerhard Steinke holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Klaus Gerhard Steinke located?

Klaus Gerhard Steinke 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 Klaus Gerhard Steinke charge for services?

Klaus Gerhard Steinke'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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