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Donald Wayne Stanley

Avior Wealth Management, LLC

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About Donald Wayne Stanley

Donald Stanley is a financial advisor with Avior Wealth Management, LLC. Donald has been in the financial services industry for over a decade and has experience with a variety of financial products and services. Donald specializes in providing investment consulting, financial planning, pension consulting, and portfolio management. Donald's clients include individuals, businesses, and trusts. Donald has held Series 7 and Series 66 licenses and is registered to provide investment advice in Florida, Iowa, and Nebraska.

Firm Information

Donald Stanley 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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Donald Stanley’s Registration & Firm History

NE

08/21/2017 - Present

Avior Wealth Management, LLC (OMAHA NE)

NE

09/11/2014 - 08/17/2017

FIDELITY BROKERAGE SERVICES LLC (OMAHA NE)

NE

10/03/2012 - 09/09/2014

WADDELL & REED (OMAHA NE)

NE

01/24/2008 - 09/05/2012

TD AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 01/28/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/30/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald Wayne Stanley.
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