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Sharlee Lorene Cretors

Avior Wealth Management, LLC

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About Sharlee Lorene Cretors

Sharlee Lorene Cretors is a financial advisor registered in Arizona with Avior Wealth Management, LLC, a registered investment advisor. Sharlee has been working in the financial industry since 1987 and holds Series 7, 8, and 63 licenses. Sharlee is a Certified Financial Planner™. Sharlee is also the owner and managing member of Optimized Business Transitions, LLC, a company that specializes in assisting business owners with their business transitions.

Firm Information

Sharlee Cretors 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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Sharlee Cretors’s Registration & Firm History

AZ

05/25/2023 - Present

Avior Wealth Management, LLC (SCOTTSDALE AZ)

TX

02/07/1989 - 12/31/2002

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NA

08/20/1987 - 07/11/1988

HALL & COMPANY INCORPORATED

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Licenses & Designations

BC

Issued 02/14/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/15/1990

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 08/15/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sharlee Lorene Cretors.
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