Kyle Stewart Spitzenberger
Investment adviser representative at Avior Wealth Management, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Avior Wealth Management, LLCJun 2022 to now
- Mutual of OmahaFeb 2022 to Jun 2022
- Creighton UniversitySep 2021 to May 2022
- Nebraska Furniture MartJun 2021 to Sep 2021
- UnemployedSep 2020 to Jun 2021
- OrionApr 2020 to Sep 2020
- National Idemnity CompanyOct 2019 to Apr 2020
- UnemployedSep 2019 to Oct 2019
- ServproJun 2019 to Sep 2019
- Creighton UniversityJul 2018 to Jun 2019
- Andover Golf CourseMay 2015 to Aug 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 7959695
- Firm CRD
- 148674