Michael P. Skolnick
AVIOR WEALTH MANAGEMENT
SAN DIEGO, CA 92101
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CRD#: 4798638
Professional summary
Michael Paul Skolnick is a registered financial advisor currently at AVIOR WEALTH MANAGEMENT, LLC located in San Diego, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Michael has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
Biography
Hello, I'm Mike Skolnick, President of Axiom Advisory, LLC. I understand how hard you work to secure your financial future, and that you should expect nothing but the best when seeking financial advice.
When working with me, you'll see that I take the extra steps to understand what's important to you and provide the professional care you deserve. After all, it's your future... why settle for less?
As a fee-only advisor, you can be assured that I work with your best interest in mind. My structure is designed to remove conflicts of interest, and I have taken a fiduciary oath to prove my commitment.
Taxes will likely be your largest expense over your lifetime. If you're looking for an advisor that truly understands your tax situation, look no further. Not only am I a skilled financial planner, but I'm a CPA with years of experience.
Are we a good fit? I'm happy to chat to find out. Click here to schedule a 30-minute phone call.
Question & Answer
What are your service offerings?
A FINANCIAL ADVISOR YOU CAN TR...
Do you want to feel more confi...
Whatever your current situatio...
Here are my areas of specializ...
Investment Management
Income Tax Planning and Prepar...
Retirement and Education Plann...
Estate Planning
Insurance Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Entrepreneurs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
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 advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Paul Skolnick'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 23, 2024 - Present
AVIOR WEALTH MANAGEMENT, LLC
Office #1: 750 B Street, Suite 1610, San Diego, CA 92101RIA
CRD#: 148674
SAN DIEGO, CA
Past
January 20, 2010 - December 31, 2024
AXIOM ADVISORY, LLC
RIA
CRD#: 131540
SAN DIEGO, CA
Past
March 14, 2005 - July 5, 2007
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
BLOOMINGTON, IL
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
California(10/25/2024)
IAR
Florida(11/14/2024)
IAR
Nebraska(10/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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.
