MC
Michael Clark
AVIOR WEALTH MANAGEMENT
Roseville, CA 95661
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CRD#: 6696212
MC
Professional summary
Michael Clark 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 2017. Michael has worked at 3 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Clark'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
January 27, 2026 - Present
AVIOR WEALTH MANAGEMENT, LLC
Office #1: 3200 Douglas Blvd., Suite 305, Roseville, CA 95661RIA
CRD#: 148674
Roseville, CA
Past
October 26, 2020 - December 31, 2025
PROTECTION POINT ADVISORS
RIA
CRD#: 291805
Draper, UT
Past
March 7, 2017 - April 5, 2019
VCS VENTURE SECURITIES
BD
CRD#: 127921
NEW YORK, NY
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(1/27/2026)
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)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
CRD#: 148674Roseville, CA 95661TRUST BUT VERIFY
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