Unclaimed Profile

Rodney Wayne Goben

AVIOR WEALTH MANAGEMENT, LLC·OMAHA, Nebraska

Series 6, Series 63, Series 65Clean record24 years registeredAVIOR WEALTH MANAGEMENT, LLC

14301 FIRST NATIONAL BANK PARKWAY, OMAHA, NE 68154CRD# 2095028Firm CRD# 148674

Profile Verification

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

Identity

Rodney Wayne Goben · OMAHA, NE

Registration

CRD #2095028 · AVIOR WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

AVIOR WEALTH MANAGEMENT, LLC

Mar 2012 – present

SIGMA PLANNING CORP

Aug 2002 – Dec 2002

OMAHA, NE

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · August 12, 2002

Years registered · 24

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 Rodney Wayne Goben offer?

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

What are Rodney Wayne Goben's credentials?

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

Where is Rodney Wayne Goben located?

Rodney Wayne Goben 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 Rodney Wayne Goben charge for services?

Rodney Wayne Goben'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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