Unclaimed Profile

Mark Edward Pogreba

AVIOR WEALTH MANAGEMENT, LLC·OMAHA, Nebraska

SIE, Series 7, Series 24, Series 51, Series 63CFP24 years registeredAVIOR WEALTH MANAGEMENT, LLC

14301 FIRST NATIONAL BANK PARKWAY, OMAHA, NE 68154CRD# 2100591Firm CRD# 148674

Profile Verification

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

Identity

Mark Edward Pogreba · OMAHA, NE

Registration

CRD #2100591 · AVIOR WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

AVIOR WEALTH MANAGEMENT, LLC

Aug 2021 – present

SILVERLEAF ADVISOR GROUP, LLC

Apr 2017 – Aug 2021

OMAHA, NE

NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC

Oct 2012 – Apr 2017

OMAHA, NE

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Oct 2012

PAPILLION, NE

RAYMOND JAMES FINANCIAL SERVICES

Apr 2002 – Jan 2009

PAPILLION, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Registration record

First registered · April 16, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

2021Employment Separation After Allegations

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 Mark Edward Pogreba offer?

Mark Edward Pogreba specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Mark Edward Pogreba's credentials?

Mark Edward Pogreba holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Edward Pogreba located?

Mark Edward Pogreba 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 Mark Edward Pogreba charge for services?

Mark Edward Pogreba'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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