Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Klaus? Claim Your ProfileKlaus Gerhard Steinke is a financial advisor with Avior Wealth Management, LLC. Klaus has over 15 years of experience in the financial services industry and is registered with the state of Iowa and Nebraska. Klaus has earned the Certified Financial Planner designation and specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, 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.
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NE
11/18/2021 - Present
Avior Wealth Management, LLC (OMAHA NE)
IA
09/29/2020 - 11/15/2021
SILVER OAK SECURITIES, INCORPORATED (Creston IA)
NE
01/04/2011 - 10/06/2017
FIDELITY BROKERAGE SERVICES LLC (OMAHA NE)
NE
10/06/2009 - 12/22/2009
AMERIPRISE FINANCIAL SERVICES, INC. (OMAHA NE)
NE
06/27/2007 - 07/09/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OMAHA NE)
NE
10/03/2006 - 06/21/2007
EDWARD JONES (OMAHA NE)
BOTH
Issued 10/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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