Unclaimed
Aaron Tomita is a financial advisor who is registered with the state of Nebraska. Aaron is a Certified Financial Planner and works with a variety of clients including high-net-worth individuals, corporations, and pension plans. Aaron is a Registered Investment Advisor Representative with Avior Wealth Management, LLC. Avior Wealth Management, LLC is an SEC-registered investment advisor with over $5 billion in assets under management. Avior Wealth Management, LLC is a full-service financial advisor and offers a wide range of services including financial planning, investment management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NE
09/29/2022 - Present
Avior Wealth Management, LLC (OMAHA NE)
Active
Inactive
Not sure Aaron Tomita is the right advisor for you? Invested Better is here to help.