Nathanael M. Hahm

AVIOR WEALTH MANAGEMENT

OMAHA, NE 68154

Some features on this profile are disabled

CRD#: 4885493

Professional summary

Nathanael Micah Hahm, CFP® is a registered financial advisor currently at AVIOR WEALTH MANAGEMENT, LLC located in Omaha, Nebraska.

Nathanael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Nathanael has worked at 5 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathanael Micah Hahm'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

September 2, 2021 - Present

AVIOR WEALTH MANAGEMENT, LLC

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

RIA

CRD#: 148674

OMAHA, NE

Past

November 22, 2013 - October 26, 2021

LIFESTAGE WEALTH MANAGEMENT LLC

RIA

CRD#: 114727

MINNETONKA, MN

Past

November 26, 2007 - October 30, 2009

FINTEGRA, LLC

CRD#: 16741

MINNETONKA, MN

Past

May 24, 2006 - November 21, 2007

QUESTAR CAPITAL CORPORATION

CRD#: 43100

MINNETONKA, MN

Past

February 11, 2005 - September 23, 2005

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

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

Minnesota
(3/9/2022)

IAR

Nebraska
(9/2/2021)

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

Series 63

Date: 3/8/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/9/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/10/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AVIOR WEALTH MANAGEMENT, LLC

CRD#: 148674 / SEC#: 801-69773

RIA

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Byron Smith

OSAIC WEALTH, INC.

IAR

OMAHA, NE

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Nathanael M. Hahm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathanael Micah Hahm's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFESTAGE WEALTH MANAGEMENT LLC

FINTEGRA, LLC

QUESTAR CAPITAL CORPORATION

WADDELL & REED

Primary Firm SEC Registration

AVIOR WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/8/2005

Series 7

Date: 8/9/2006

Series 6

Date: 2/10/2005

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

Similar Advisors