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Bruce Cameron Kuehl

Investment adviser representative at Avior Wealth Management, LLC
22 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$6.5BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

22 years in the industry.

  1. Avior Wealth Management, LLCSep 2021 to now
  2. Lifestage Wealth ManagementJan 2004 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1988
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 4 states (FL, MN, NE, TX).

Avior Wealth Management, LLC

$6.5BAssets managed
4,894Clients
68Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1799517
Firm CRD
148674
Advisor's SEC record (opens in a new tab)
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