AdvisorOS Directory
Claim Profile
Unclaimed Profile
RF

Robert Daniel Frusina

AVIOR WEALTH MANAGEMENT, LLC·OMAHA, Nebraska
Series 65Clean record2 years registeredAVIOR WEALTH MANAGEMENT, LLC
14301 FIRST NATIONAL BANK PARKWAY, OMAHA, NE 68154CRD# 7868334Firm CRD# 148674

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Daniel Frusina · OMAHA, NE
Registration
CRD #7868334 · AVIOR WEALTH MANAGEMENT, LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

AVIOR WEALTH MANAGEMENT, LLC
Mar 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 29, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OMAHA?

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

Browse OMAHA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Robert Daniel Frusina offer?
Robert Daniel Frusina specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.
What are Robert Daniel Frusina's credentials?
Robert Daniel Frusina is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Daniel Frusina located?
Robert Daniel Frusina 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 Robert Daniel Frusina charge for services?
Robert Daniel Frusina'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 →

Other Advisors at AVIOR WEALTH MANAGEMENT, LLC

Jr. Michael Pflueger
OMAHA, NE
Nathanael Micah Hahm
OMAHA, NE
Nathan Andrew Hudson
OMAHA, NE
Burton Lee Van Denburg
OMAHA, NE
John Melville Eaton
OMAHA, NE
Larry Edward Ennenga
OMAHA, NE

More Advisors in OMAHA, Nebraska

Bryan Todd Baas
TD AMERITRADE, INC.·OMAHA, NE
Lori Ann Dorsey
WEITZ INVESTMENT MANAGEMENT, INC.·OMAHA, NE
Malia Little Jamal
BANCWEST INVESTMENT SERVICES, INC.·OMAHA, NE
Ryan Bruce Beach
ORION PORTFOLIO SOLUTIONS, LLC·OMAHA, NE
John Russel Vanneman
ORION PORTFOLIO SOLUTIONS, LLC·OMAHA, NE
CFA
Ryan Stephen Sabol
MUTUAL ADVISORS, LLC·OMAHA, NE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Nebraska
LINCOLN (90)LA VISTA (18)LAVISTA (12)GRAND ISLAND (8)NORTH PLATTE (7)NORFOLK (6)SCOTTSBLUFF (5)KEARNEY (5)LOUISVILLE (4)HASTINGS (4)
City Guides
LINCOLN GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND GuideNORTH PLATTE Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
Request removal of this profile