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Milton E. Fullen

Avior Wealth Management, LLC

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About Milton E. Fullen

Milton E. Fullen is a financial advisor at Avior Wealth Management, LLC. Milton has been a registered representative since 2004 and holds a Series 7 and Series 66 license. Milton is a Certified Financial Planner and a Chartered Financial Consultant. Milton has been in the industry since 2004, and has experience working with high-net-worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Milton also provides consulting advice to small businesses, and is a licensed life and health insurance agent in the state of Ohio.

Firm Information

Milton Fullen 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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Milton Fullen’s Registration & Firm History

NE

05/31/2024 - Present

Avior Wealth Management, LLC (OMAHA NE)

OH

05/17/2004 - 05/17/2005

WRP INVESTMENTS, INC. (YOUNGSTOWN OH)

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Licenses & Designations

BOTH

Issued 06/02/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/15/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Milton E. Fullen.
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