JM
John W. Mcmannama
AVIOR WEALTH MANAGEMENT
OMAHA, NE 68154
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CRD#: 847220
JM
Professional summary
John Wayne Mcmannama is a registered financial advisor currently at AVIOR WEALTH MANAGEMENT, LLC located in Omaha, Nebraska.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 2 firms and has passed the Series 65, Series 2 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.
IN DECEMBER 2007, MR. MCMANNAMA JOINED MONEYSUNK INVESTORS, AN INVESTMENT CLUB ORGANIZED IN THE STATE OF NEBRASKA AND LOCATED AT 4700 F STREET, OMAHA, NEBRASKA 68117. MR. MCMANNAMA'S INITIAL OWNERSHIP POSITION WAS LESS THAN 5% OF THE NET ASSET VALUE OF THE INVESTMENT PORTFOLIO OF MONEYSUNK INVESTORS. AS AN ACTIVE MEMBER OF THE INVESTMENT CLUB, MR. MCMANNAMA MAY MAKE PURCHASE OR SALE RECOMMENDATIONS OF SECURITIES OWNED BY THE CLIENTS OF MCMANNAMA & ASSOCIATES, INC. WHICH MAY ALSO BE OWNED BY THE INVESTMENT CLUB. MR. MCMANNAMA DEVOTES APPROXIMATELY 3 HOURS PER MONTH ATTENDING MONEYSUNK INVESTOR MEETINGS. ALL MEETINGS ARE HELD IN THE EVENING AND NOT DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view John Wayne Mcmannama'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
October 7, 2015 - Present
AVIOR WEALTH MANAGEMENT, LLC
Office #1: 14301 First National Bank Parkway Suite 410, Omaha, NE 68154RIA
CRD#: 148674
OMAHA, NE
Past
September 20, 1993 - October 7, 2015
MCMANNAMA & ASSOCIATES
RIA
CRD#: 104917
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(10/7/2015)
IAR
Texas(3/10/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 9/10/1984
Non-Member General Securities ExaminationGeneral 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
CRD#: 148674Omaha, NE 68154TRUST BUT VERIFY
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Contact information
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