MP
Madelyn Peters
AVIOR WEALTH MANAGEMENT
OMAHA, NE 68154
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CRD#: 7115772
MP
Madelyn PetersAVIOR WEALTH MANAGEMENT
Professional summary
Madelyn Peters is a registered financial advisor currently at AVIOR WEALTH MANAGEMENT, LLC located in Omaha, Nebraska.
Madelyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Madelyn has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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 name of the other business; oKappa Kappa Gamma ?whether the business is investment-related; oNo ?the address of the other business; o6640 Riverside Dr. Suite 200, Dublin, OH 43017 (this is the HQ address, I'm an advisor for the Creighton chapter, so let me know if you want that one instead) ?the nature of the other business; oSorority ?your position; oAdvisor ?title, or relationship with the other business; oEvent, Risk, and Vice President, External Affairs Advisor ?the start date of your relationship; o9/11/2024 ?the approximate number of hours/month you devote to the other business; o8 hours ?the number of hours you devote to the other business during securities trading hours; oNone ?and briefly describe your duties relating to the other business; oProvide guidance and advice to women in the positions I advise. I also help approve events that they are having on campus and off campus. ?the name of the other business; Kappa Kappa Gamma Omaha Alumni Association ?whether the business is investment-related; no ?the address of the other business; 16417 Jones Cir. Omaha, NE 68118 ?the nature of the other business; Alumni association ?your position; Treasurer ?title, or relationship with the other business; Treasurer ?the start date of your relationship; 5/28/26
CRS (Client Relationship Summary) - RIA
Click below to view Madelyn Peters'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
September 30, 2025 - Present
AVIOR WEALTH MANAGEMENT, LLC
Office #1: 14301 First National Bank Parkway Suite 410, Omaha, NE 68154RIA
CRD#: 148674
OMAHA, 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
Nebraska(9/30/2025)
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)Loading...
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#: 148674Omaha, NE 68154TRUST BUT VERIFY
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