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Brian James Goracke

Avior Wealth Management, LLC

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About Brian James Goracke

Brian James Goracke is an investment advisor representative at Avior Wealth Management, LLC. Brian is a registered investment advisor in Nebraska and holds a Series 63, 65, 4, 7 and SIE license. Brian has been in the industry since 1999. Brian has previously worked at AXA Advisors, LLC and Ameritrade, Inc. Brian's firm manages approximately $1 billion to $10 billion in assets.

Firm Information

Brian Goracke is currently registered with Avior Wealth Management, LLC. Avior Wealth Management, LLC is a registered investment advisor headquartered in Omaha, Nebraska with over $5 billion in assets under management. The firm provides a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and investment consulting. Avior Wealth Management serves a diverse clientele including high-net-worth individuals, corporations, pension plans, charitable organizations, and investment companies.
Avior Wealth Management, LLC

14301 FIRST NATIONAL BANK PARKWAY

OMAHA, NE 68154

$5.08B

Assets Under Management

12

Total Clients

55

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting

Investment consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Goracke’s Registration & Firm History

NE

03/12/2018 - Present

Avior Wealth Management, LLC (OMAHA NE)

NE

04/21/2006 - 02/13/2018

AXA ADVISORS, LLC (LA VISTA NE)

NE

01/02/2002 - 04/06/2004

AMERITRADE, INC. (OMAHA NE)

NE

08/27/1999 - 12/31/2001

AMERITRADE (BELLEVUE NE)

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Licenses & Designations

IA

Issued 12/18/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/30/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/24/2002

Series 4 - Registered Options Principal Examination

BC

Issued 02/13/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian James Goracke.
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