Ryan
Elkins

Avior Wealth Management, LLC

CRD#4807196
Investment Advisor
in Omaha, NE

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About this Advisor

Ryan Elkins is a certified financial planner who works in Omaha, Nebraska with a total of 4 years of relevant experience. Elkins works at Avior Wealth Management, LLC. Throughout their career, Elkins has worked at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Usaa Investment Management Company, Nelson, Van Denburg & Campbell Wealth Management Group LLC and Avior Wealth Management, LLC. Elkins holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Avior Wealth Management, LLC is a financial advisory company that has its headquarters in Omaha, NE. The investment advisory business has offices in nine locations and a total of 122 people on staff. It administers $2 billion in assets across its 3,166 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to nine charities and foundations. Of its 3,166 client accounts, 39% are held by high-net-worth clients who have more than $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Fees charged by financial advisors typically are based on the financial services provided. Fees charged by Avior Wealth Management, LLC most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

14301 First National Bank Parkway Suite 110
Omaha, NE 68154

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Avior Wealth Management, LLC Brokerage Details

Total Assets Under Management

$2,422,058,927

NE Average: $1,978,216,465
Total Number of Employees

122

NE Average: 226
Total Number of Accounts

3,166

NE Average: 7,467
Average Account Size

$765,022

NE Average: $264,928

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

Ryan Elkins Work History

Ryan has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Avior Wealth Management, LLC

2019 - 2021 (2 years)

Nelson, Van Denburg & Campbell Wealth Management Group LLC

2018 - 2019 (1 year)

Usaa Investment Management Company

2009 - 2019 (10 years)

Usaa Financial Advisors, Inc

2009 - 2019 (10 years)

Usaa Financial Planning Services

*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 Ryan Elkins 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

Joshua Heiden
Omaha, NE
Michael Pflueger
Omaha, NE
Scott Cavey
Omaha, NE
Roger Sawtelle
Omaha, NE
Timothy Mollak
Omaha, NE
William Shafroth
Omaha, NE
John Eaton
Omaha, NE
Larry Ennenga
Franklin, TN

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.

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