Breanna Renee Beck
Investment adviser representative at Avior Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$6.5BFirm assets
17 yearsFirm in business
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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
11 years in the industry.
- Avior Wealth Management, LLCMay 2024 to now
- Fullen Financial GroupJun 2019 to May 2024
- Ameriprise FinancialMay 2018 to Dec 2018
- Ck TechnologiesMay 2017 to Aug 2017
- The Ohio State UniversityAug 2016 to May 2019
- Winzeler Stamping CoFeb 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6951968
- Firm CRD
- 148674