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Rodney Wayne Goben

Avior Wealth Management, LLC

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About Rodney Wayne Goben

Rodney Wayne Goben is a financial advisor at Avior Wealth Management, LLC. Rodney has over 30 years of experience in the financial services industry. Rodney is registered with the state of Nebraska as an investment advisor representative and holds the Series 63 and 65 securities licenses. Rodney also has experience working with clients in various other capacities, including as a board member of the Cornhusker Christian Foundation and as a member of the York College Advisory Council to the President.

Firm Information

Rodney Goben 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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Rodney Goben’s Registration & Firm History

NE

03/06/2012 - Present

Avior Wealth Management, LLC (OMAHA NE)

NE

02/23/2012 - 11/30/2012

PURSHE KAPLAN STERLING INVESTMENTS (OMAHA NE)

NE

05/06/2008 - 02/21/2012

PRINCOR FINANCIAL SERVICES CORPORATION (OMAHA NE)

NE

01/02/2003 - 05/07/2008

SAMMONS SECURITIES COMPANY, LLC (OMAHA NE)

MI

02/09/2002 - 12/31/2002

SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)

CA

03/02/2001 - 02/09/2002

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

MA

02/21/1995 - 02/28/2001

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

02/21/1995 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

MN

09/21/1990 - 02/21/1995

MIMLIC SALES CORPORATION (ST. PAUL MN)

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Licenses & Designations

IA

Issued 03/02/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/26/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rodney Wayne Goben.
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