JR
Justin M. Reineke
AVIOR WEALTH MANAGEMENT | First Vice President–Wealth Management
OMAHA, NE 68154
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CRD#: 5358718
JR
Professional summary
Justin Michael Reineke is a registered financial advisor currently at AVIOR WEALTH MANAGEMENT, LLC located in Omaha, Nebraska.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Justin has worked at 4 firms and has passed the Series 66, SIE and Series 7 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.
1) NAME OF OTHER BUSINESS: Lincoln East Booster Club / INVESTMENT RELATED?:N / ADDRESS: 1000 S 70th StLincoln/ LancasterNebraska/ NATURE OF THE BUSINESS: Support athletics at Lincoln East High School / POSITION:Member of Board of directors/ DUTIES: Assist with various events throughout the school year that support the athletic program./ START DATE: 8/17/2022/ HOURS DEVOTED TO BUSINESS: NA. ?the name of the other business- I only have one OBA the real estate investment. Not sure if I need to edit as I put that I might form an LLC down the road, but it is one and the same business ?whether the business is investment-related- N/A ?the address of the other business- just my home address ?the nature of the other business; ?your position; ?title, or relationship with the other business; ?the start date of your relationship; ?the approximate number of hours/month you devote to the other business; ?the number of hours you devote to the other business during securities trading hours- zero ?and briefly describe your duties relating to the other business- just an accounting of operations
CRS (Client Relationship Summary) - RIA
Click below to view Justin Michael Reineke'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
March 29, 2024 - Present
AVIOR WEALTH MANAGEMENT, LLC
Office #1: 14301 First National Bank Parkway Suite 410, Omaha, NE 68154RIA
CRD#: 148674
OMAHA, NE
Past
August 23, 2018 - March 20, 2024
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
Lincoln, NE
Past
August 16, 2018 - March 20, 2024
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
Lincoln, NE
Past
January 3, 2011 - August 20, 2018
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
LINCOLN, NE
Past
January 3, 2011 - August 20, 2018
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
LINCOLN, NE
Past
July 27, 2007 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
LINCOLN, NE
Past
July 3, 2007 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
LINCOLN, 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".
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
Iowa(4/1/2024)
IAR
Nebraska(3/29/2024)
Exams
State Security Law Exam
General Industry/Product 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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Company Information
AVIOR WEALTH MANAGEMENT, LLC
First Vice President–Wealth ManagementCRD#: 148674Omaha, NE 68154TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
