Breanna R. Beck

AVIOR WEALTH MANAGEMENT

COLUMBUS, OH 43214

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CRD#: 6951968

Professional summary

Breanna Renee Beck, CFP®, who also goes by Breanna Renee Stein, is a registered financial advisor currently at AVIOR WEALTH MANAGEMENT, LLC located in Columbus, Ohio.

Breanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Breanna has worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Breanna Renee Stein

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 Breanna Renee Beck'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

Experience

Current

May 31, 2024 - Present

AVIOR WEALTH MANAGEMENT, LLC

Office #1: 3720 N. High Street, Columbus, OH 43214

RIA

CRD#: 148674

COLUMBUS, OH

Past

March 30, 2020 - May 7, 2024

FULLEN FINANCIAL GROUP, INC.

RIA

CRD#: 135065

COLUMBUS, OH

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

Ohio
(5/31/2024)

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

IAR

Series 65

Date: 1/6/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 1/18/2020

Securities Industry Essentials Examination

Current Firm

AVIOR WEALTH MANAGEMENT, LLC

CRD#: 148674 / SEC#: 801-69773

RIA

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

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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

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.

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Breanna R. Beck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Breanna Renee Beck's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVIOR WEALTH MANAGEMENT, LLC

FULLEN FINANCIAL GROUP, INC.

Primary Firm SEC Registration

AVIOR WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/6/2020

SIE

Date: 1/18/2020

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

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