MW
Michael J. Welker
AVIOR WEALTH MANAGEMENT
Roseville, CA 95661
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CRD#: 4139776
MW
Michael John WelkerAVIOR WEALTH MANAGEMENT
Professional summary
Michael John Welker is a registered financial advisor currently at AVIOR WEALTH MANAGEMENT, LLC located in Roseville, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michael has worked at 6 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.
At a Glance
Always Fiduciary
Aliases
None
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.
?the name of the other business; Innovative Mortgage Alliance LLC ?whether the business is investment-related; NO ?the address of the other business; 12401 S 450 E STE F Draper UT 84020 ?the nature of the other business; Origination of First lien residential (4 units or less) Mortgage loans ?your position; Mortgage Originator ?title, or relationship with the other business; NO business ownership, simply Mortgage broker agent ?the start date of your relationship; Nov 2020 ?the approximate number of hours/month you devote to the other business; 0-10 ?the number of hours you devote to the other business during securities trading hours; 0-2/week ?and briefly describe your duties relating to the other business; take applications and locate bank (wholesale division) to provide appropriate loan (generally 30 yr fixed or 15 yr fixed, but occasionally ARMs). ?the name of the other business; Insurance Producer ?whether the business is investment-related; No ?the address of the other business; 160 N Village Dr., Fruit Heights, UT 84037 ?the nature of the other business; Insurance sales ?your position; Insurance Agent ?title, or relationship with the other business; No ownership nor title ?the start date of your relationship; 3/1/2004 ?the approximate number of hours/month you devote to the other business; 0-5 hrs/week ?the number of hours you devote to the other business during securities trading hours; 0-2 hrs/week ?and briefly describe your duties relating to the other business; Licensed insurance agent/producer selling insurance products (including life and Medicare products). Activity conducted through licensed insurance agencies; no discretionary authority over client assets. ?the name of the other business; Legally Mine LLC ?whether the business is investment-related; No ?the address of the other business; 1337 E 750 N Orem UT 84097 ?the nature of the other business; Asset Protection entity creation ?your position; Sales Representative ?title, or relationship with the other business; VP Business Development ?the start date of your relationship; 11/6/2023 ?the approximate number of hours/month you devote to the other business; 0-10 hrs/month ?the number of hours you devote to the other business during securities trading hours; 0-4 hrs/week ?and briefly describe your duties relating to the other business; Seminar sales at conferences, dinner events, or other prospect events. Explain business model of Legally Mine, enroll interested applicants. ?the name of the other business; Nexio (LDS Casting) ?whether the business is investment-related; No ?the address of the other business; 230 N State Street Orem UT 84057 ?the nature of the other business; Modeling and/or acting for Church related photos or videos ?your position; Actor ?title, or relationship with the other business; No ownership nor title ?the start date of your relationship; 1/8/2024 ?the approximate number of hours/month you devote to the other business; 0-8 hrs/month ?the number of hours you devote to the other business during securities trading hours; 0-8 hrs/month ?and briefly describe your duties relating to the other business; Pose or Act for photo shoots or video films (generally a "background" actor) with roles in English or American Sign Language ?the name of the other business; US Government | Census Bureau ?whether the business is investment-related; No ?the address of the other business; One Denver Federal Ctr Building 41, Stuie 2500, Denver CO 80225 ?the nature of the other business; Collect data for economic related surveys ?your position; Enumerator ?title, or relationship with the other business; Enumerator ?the start date of your relationship; 2/3/2020 ?the approximate number of hours/month you devote to the other business; 0-10 hrs/week ?the number of hours you devote to the other business during securities trading hours; 0-10 hrs/week ?and briefly describe your duties relating to the
CRS (Client Relationship Summary) - RIA
Click below to view Michael John Welker'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
February 17, 2026 - Present
AVIOR WEALTH MANAGEMENT, LLC
Office #1: 3200 Douglas Blvd., Suite 305, Roseville, CA 95661RIA
CRD#: 148674
Roseville, CA
Past
September 29, 2020 - December 31, 2025
PROTECTION POINT ADVISORS
RIA
CRD#: 291805
Riverton, UT
Past
July 16, 2007 - January 7, 2009
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
MIDVALE, UT
Past
July 16, 2007 - January 7, 2009
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
MIDVALE, UT
Past
July 22, 2004 - July 28, 2007
ONEAMERICA SECURITIES, INC.
RIA
CRD#: 4173
MIDVALE, UT
Past
March 15, 2004 - July 28, 2007
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
MIDVALE, UT
Past
April 12, 2002 - March 16, 2004
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
DULUTH, GA
Past
March 15, 2000 - April 12, 2002
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
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
Utah(2/17/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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)Loading...
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
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.
Company Information
AVIOR WEALTH MANAGEMENT, LLC
CRD#: 148674Roseville, CA 95661TRUST BUT VERIFY
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