CB
Cynthia J. Bohrer
AVIOR WEALTH MANAGEMENT
OMAHA, NE 68154
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CRD#: 1428750
CB
Professional summary
Cynthia Jean Bohrer, who also goes by Cynthia Jean Beaty, Cindi Bohrer, Cynthia Bohrer, is a registered financial advisor currently at AVIOR WEALTH MANAGEMENT, LLC located in Omaha, Nebraska.
Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Cynthia has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cynthia Jean Beaty | Cindi Bohrer | Cynthia Bohrer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I*92121
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION
NAME OF OUTSIDE BUSINESS ORGANIZATION: BOHRER PROPERTIES LLC
INVESTMENT RELATED: N
ADDRESS OF BUSINESS:
OMAHA, NEBRASKA 68116
NATURE OF BUSINESS: LLC,
POSITION, TITLE, ASSOCIATION: OTHER, LLC MEMBER, SPOUSE IS ONLY OTHER MEMBER
START DATE OF RELATIONSHIP: 4/4/2016
NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY
NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0
DUTIES: LLC IS BEING ESTABLISHED FOR THE PURPOSE OF TITLING RENTAL PROPERTY THAT WE PURCHASE. MY SPOUSE AND I WILL BE THE ONLY MEMBERS OF THE LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Cynthia Jean Bohrer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 31, 2018 - Present
AVIOR WEALTH MANAGEMENT, LLC
Office #1: 14301 First National Bank Parkway Suite 410, Omaha, NE 68154RIA
CRD#: 148674
OMAHA, NE
Past
March 24, 2006 - March 6, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
KANSAS CITY, MO
Past
November 19, 1985 - March 6, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
KANSAS CITY, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AVIOR WEALTH MANAGEMENT, LLC
AGATE ASSET MANAGEMENT, LLC | VERDANT WEALTH MANAGEMENT | VERDANT GROUP, LLC | SC FINANCIAL SERVICES | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | NELSON - VAN DENBURG & ASSOCIATES, LLC | NELSON - VAN DENBURG & ASSOCIATES | LIFESTAGE WEALTH MANAGEMENT | CORPUS CAPITAL MANAGEMENT | AVIOR WEALTH MANAGEMENT, LLC
CRD#: 148674 / SEC#: 801-69773
RIA
Registered Investment Advisory firm - (12/4/2008 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Nebraska(10/31/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
AW
AVIOR WEALTH MANAGEMENT, LLC
AGATE ASSET MANAGEMENT, LLC | VERDANT WEALTH MANAGEMENT | VERDANT GROUP, LLC | SC FINANCIAL SERVICES | NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | NELSON - VAN DENBURG & ASSOCIATES, LLC | NELSON - VAN DENBURG & ASSOCIATES | LIFESTAGE WEALTH MANAGEMENT | CORPUS CAPITAL MANAGEMENT | AVIOR WEALTH MANAGEMENT, LLC
CRD#: 148674 / SEC#: 801-69773
RIA
Registered Investment Advisory firm - (12/4/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14301 First National Bank Parkway Suite 410, Omaha, NE 68154
Mailing Address
Phone number
(402) 218-4064
Established
Firm type
Fiscal year end
# of Employees
201
SEC notice filing (42 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,385 |
| AUM (Assets Under Management) | $ 5,083,670,234 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AVIOR WEALTH MANAGEMENT, LLC
CRD#: 148674Omaha, NE 68154TRUST BUT VERIFY
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