Ryan
Mcquillan
Avior Wealth Management, LLC
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About this Advisor
Ryan Mcquillan is a financial advisor working out of Omaha, Nebraska with a total of 1 year of industry experience. Mcquillan is currently employed by Avior Wealth Management, LLC. During their career, the advisor has held roles at Farm Bureau Financial Services, Fbl Marketing Serv LLC, Prudential Insurance Company Of America, Pruco Securities, LLC, Rdm Financial Services, LLC and Avior Wealth Management, LLC. Mcquillan maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Nebraska. Avior Wealth Management, LLC is a business that has its headquarters in Omaha, NE. It has offices in nine locations and a total of 122 advisors. It controls $2 billion in assets between its 3,166 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to nine charitable organizations. Of its 3,166 customer accounts, 39% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a broad set 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 vary depending on the type of services offered. However, fees billed by Avior Wealth Management, LLC likely consist of some blend 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
Ryan Mcquillan Work History
Ryan has been registered as a financial advisor for 1 years.*
Avior Wealth Management, LLC
Prudential Insurance Company Of America
Pruco Securities, LLC
Rdm Financial Services, LLC
Farm Bureau Financial Services
Fbl Marketing Serv LLC
*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 Mcquillan 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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