Ryan
Mcquillan

Avior Wealth Management, LLC

CRD#5564452
Investment Advisor
in Omaha, NE

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About this Advisor

Ryan Mcquillan is a financial advisor based in Omaha, Nebraska, working with Avior Wealth Management, LLC. Ryan has previously held positions at Prudential Insurance Company Of America, Pruco Securities, LLC, and Avior Wealth Management, LLC. Ryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nebraska. Currently, Ryan is part of Avior Wealth Management, LLC, which operates out of Omaha, Nebraska. The firm has 12 offices and 204 employees. The firm manages assets totaling $4.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Avior Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

$3,986,353,586

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

204

NE Average: 226
Total Number of Accounts

3,710

NE Average: 7,467
Average Account Size

$1,074,489

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 Mcquillan Work History

2022 - Present (2 years)

Avior Wealth Management, LLC

2013 - 2022 (9 years)

Prudential Insurance Company Of America

2013 - 2022 (9 years)

Pruco Securities, LLC

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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

Nicholas Biever
Omaha, NE
Alexander Avestini
Hopkins, MN
Jeremy Palensky
La Vista, NE
Robert Frusina
Houston, TX
Luke Humble
San Antonio, TX
Scott Cavey
Omaha, NE
Roddy Warren
Plano, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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