Unclaimed
Bruce Cameron Kuehl is a financial advisor with Avior Wealth Management, LLC. Bruce has been working in the financial services industry since 1988. Bruce holds the Series 63, Series 65, Series 7, and Series 24 securities licenses and is a Certified Financial Planner. Bruce has previously worked at FINTEGRA, LLC, QUESTAR CAPITAL CORPORATION, SANDERS MORRIS HARRIS INC., IFG NETWORK SECURITIES, INC., and FSC SECURITIES CORPORATION. Bruce specializes in providing financial planning, investment consulting, and portfolio management services to individuals, corporations, investment companies, and charitable organizations.
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
01/01/2025 - Present
Avior Wealth Management, LLC (OMAHA NE)
MN
11/26/2007 - 10/30/2009
FINTEGRA, LLC (MINNETONKA MN)
MN
02/06/2004 - 11/21/2007
QUESTAR CAPITAL CORPORATION (MINNETONKA MN)
TX
11/21/2001 - 02/19/2004
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
GA
09/01/1995 - 11/21/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
02/23/1988 - 09/01/1995
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
Issued 12/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/1996
Series 24 - General Securities Principal Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Bruce Kuehl is the right advisor for you? Invested Better is here to help.