Britt E. Campbell

AVIOR WEALTH MANAGEMENT

OMAHA, NE 68154

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CRD#: 3166468

Professional summary

Britt Edward Campbell, who also goes by Britt E Campbell, is a registered financial advisor currently at AVIOR WEALTH MANAGEMENT, LLC located in Omaha, Nebraska.

Britt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Britt has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Britt E Campbell

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.

1) NELSON, VAN DENBURG & CAMPBELL WEALTH MGT GROUP, LLC; 14301 FNB PARKWAY; SUITE 110;, OMAHA, NEBRASKA, 68154; RIA; MANAGING DIRECTOR, 1/3 OWNER; 4/1/11; 40 HRS; 40HRS; INVESTMENT MGT. 2)CAMPBELL REYNOLDS, LLC; NOT INVESTMENT RELATED; 17775 SHADOW RIDGE DRIVE, OMAHA, NE 68130; RESIDENTIAL HOME RENTAL PROPERTIES; OWNER; 2005; 5 HRS/MONTH; 5 HRS/MONTH DURING SECURITIES HRS; COLLECT RENT, FIND NEW TENANTS WHEN THEY MOVE OUT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Britt Edward Campbell's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 5, 2011 - Present

AVIOR WEALTH MANAGEMENT, LLC

Office #1: 14301 First National Bank Parkway Suite 410, Omaha, NE 68154

RIA

CRD#: 148674

OMAHA, NE

Past

November 21, 2007 - March 31, 2011

CAMPBELL WEALTH MANAGEMENT, INC.

RIA

CRD#: 145529

OMAHA, NE

Past

November 16, 2007 - October 27, 2015

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

OMAHA, NE

Past

April 6, 2001 - November 16, 2007

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

OMAHA, NE

Past

January 12, 2001 - August 23, 2002

WELLS FARGO BROKERAGE SERVICES, L.L.C.

CRD#: 16100

MINNEAPOLIS, MN

Past

December 13, 2000 - November 16, 2007

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

OMAHA, NE

Past

May 23, 2000 - May 7, 2001

WELLS FARGO SECURITIES INC.

CRD#: 17438

SAN FRANCISCO, CA

Past

May 3, 2000 - December 13, 2000

WELLS FARGO BROKERAGE SERVICES, L.L.C.

CRD#: 16100

MINNEAPOLIS, MN

Past

October 14, 1999 - May 5, 2000

GWR INVESTMENTS, INC.

CRD#: 25312

OMAHA, NE

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".

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

Iowa
(3/11/2022)

IAR

Nebraska
(4/5/2011)

IAR

Texas
(7/26/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/6/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/4/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/27/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/13/1999

General Securities Representative Examination

Current Firm

AVIOR WEALTH MANAGEMENT, LLC

CRD#: 148674 / SEC#: 801-69773

RIA

Registered Investment Advisory firm - (12/4/2008 Approved)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AVIOR ADV 2A 3/2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,385
AUM (Assets Under Management)	$ 5,083,670,234

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Britt E. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Britt Edward Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMPBELL WEALTH MANAGEMENT, INC.

PURSHE KAPLAN STERLING INVESTMENTS

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO BROKERAGE SERVICES, L.L.C.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO SECURITIES INC.

WELLS FARGO BROKERAGE SERVICES, L.L.C.

GWR INVESTMENTS, INC.

Primary Firm SEC Registration

AVIOR WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/6/2000

Series 63

Date: 11/4/1999

SIE

Date: 10/27/2015

Series 7

Date: 10/13/1999

Current Firm

AVIOR WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AVIOR WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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