COO · Avior Wealth Management, LLC
Kelli M. Mehrens
CRD 7821619 · Named on Form ADV at one SEC-registered adviser
At a glance
Avior Wealth Management, LLC, an SEC-registered wealth manager based in Omaha, NE with $6.5 billion in regulatory assets, lists Kelli M. Mehrens on its Form ADV as COO, a control person.
Firms and roles
- Avior Wealth Management, LLCCOOWealth manager · Omaha, NE · $6.5B in regulatory assets
AtlasMembers
Kelli’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Scott T. CaveyPresident of Wealth, Avior Wealth Management, LLC
- Britt E. CampbellCEO, Avior Wealth Management, LLC
- Brandon M. KanoyCFO, Avior Wealth Management, LLC
- Veronica J. LeducCCO & General Counsel, Avior Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kelli’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.