Stephanie Brianna Linkenheld
Investment adviser representative at Avior Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$6.5BFirm assets
17 yearsFirm in business
Are you Stephanie Brianna Linkenheld? Claim your profile
Contact this firm
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
13 years in the industry.
- Avior Wealth Management, LLCMar 2024 to now
- BairdApr 2023 to Mar 2024
- Corepower YogaDec 2022 to Apr 2023
- State 48 Lager HouseOct 2022 to Mar 2023
- Corepower YogaNov 2018 to Dec 2021
- Raymond James Financial Services Advisors, Inc.Aug 2018 to Sep 2022
- Raymond James Financial ServicesMar 2017 to Sep 2022
- Nextgen Advisors, LLCOct 2016 to Sep 2022
- Raymond James and AssociatesJun 2016 to Mar 2017
- Arizona State UniversityAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 6662723
- Firm CRD
- 148674