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Stephen Rosman Patterson

Avior Wealth Management, LLC

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About Stephen Rosman Patterson

Stephen Rosman Patterson is an investment advisor representative with Avior Wealth Management, LLC. Stephen has been in the industry since 2005, previously working at First National Capital Markets and Lutz Financial Services, LLC. Stephen is registered with the state of Iowa and Nebraska and has a Series 63 and Series 65 license as well as a Series 7 license. Stephen provides financial planning, portfolio management for individuals and businesses, and investment consulting. Stephen specializes in individuals, high net worth individuals, corporations, and charitable organizations.

Firm Information

Stephen Patterson 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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Stephen Patterson’s Registration & Firm History

NE

03/10/2022 - Present

Avior Wealth Management, LLC (OMAHA NE)

NE

09/22/2005 - 11/19/2007

FIRST NATIONAL CAPITAL MARKETS (OMAHA NE)

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Licenses & Designations

IA

Issued 02/25/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/21/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Rosman Patterson.
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