Unclaimed Profile

Morris Lynn Monroe

AVIOR WEALTH MANAGEMENT, LLC·OMAHA, Nebraska

SIE, Series 2, Series 7, Series 14, Series 24, Series 28, Series 52TO, Series 53, Series 63, Series 65, Series 79TO, Series 99TOClean record38 years registeredAVIOR WEALTH MANAGEMENT, LLC

14301 FIRST NATIONAL BANK PARKWAY, OMAHA, NE 68154CRD# 1227631Firm CRD# 148674

Profile Verification

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

Identity

Morris Lynn Monroe · OMAHA, NE

Registration

CRD #1227631 · AVIOR WEALTH MANAGEMENT, LLC · 38 years registered

Brand Profile

Not yet started

Career History

AVIOR WEALTH MANAGEMENT, LLC

Oct 2022 – present

WOODLANDS ASSET MANAGEMENT INC

Jun 1988 – Oct 2022

THE WOODLANDS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 7

Series 14

Series 24

Series 28

Series 52TO

Series 53

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · June 1, 1988

Years registered · 38

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 Morris Lynn Monroe offer?

Morris Lynn Monroe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Morris Lynn Monroe's credentials?

Morris Lynn Monroe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Morris Lynn Monroe located?

Morris Lynn Monroe 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 Morris Lynn Monroe charge for services?

Morris Lynn Monroe'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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