Joshua
Heiden
Avior Wealth Management, LLC
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About this Advisor
Joshua Heiden is a certified financial planner who works out of Omaha, Nebraska, who has 4 years of industry experience. Heiden is an advisor for Avior Wealth Management, LLC. Their career trajectory has included roles at Usaa Financial Advisors, Inc, Usaa Financial Planning Servicecs, Usaa Investment Management Company, Nelson Van Denburg & Campbell Wealth Management Group, LLC and Avior Wealth Management, LLC. Heiden holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Arkansas, California and Texas. Avior Wealth Management, LLC is a registered investment business operating out of Omaha, NE. The investment advisory business has offices in nine locations and a total of 122 employees. It oversees $2 billion in assets under management across its 3,166 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves nine charitable organizations. Of its 3,166 accounts, 39% are held by high-net-worth investors who have greater than $1 million in assets. Avior Wealth Management, LLC performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Financial management fees typically vary depending on the type of services provided. However, fees charged by Avior Wealth Management, LLC likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avior Wealth Management, LLC Brokerage Details
$2,422,058,927
122
3,166
$765,022
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Joshua Heiden Work History
Joshua has been registered as a financial advisor for 4 years.*
Avior Wealth Management, LLC
Nelson Van Denburg & Campbell Wealth Management Group, LLC
Usaa Investment Management Company
Usaa Financial Planning Servicecs
Usaa Financial Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Heiden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avior Wealth Management, LLC
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Franklin, TN
Omaha, NE
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
