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Clint Stephen Fish

Avior Wealth Management, LLC
31 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Avior Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
59 advisors
Number of Clients
4,385 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$5.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

1802 W. 17th Street, Bloomington, IN, 47404

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History

Regulatory History (1)
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Customer Dispute
July 2017
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Clint owns and rents residential real estate since 1999, dedicating about 10% of his time to this activity. He also sells individual and group life and health insurance with First American Trust, taking nearly full-time hours, and is involved in investment advisory services with 1st American Advisory LLC. Additionally, Clint is a partner/instructor at a martial arts school, spending a few hours per week, and acts as a manager for Ironwood Investment Management, dedicating about a quarter of his time.

Employment History
Current Registrations
Avior Wealth Management, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
First American Advisory, LLC
October 2015 - December 2024 · 9 yrs 2 mos
Coastal Equities, INC.Broker
February 2014 - February 2023 · 9 yrs
First American Advisory, LLC
May 2002 - December 2006 · 4 yrs 7 mos
Princor Financial Services Corporation
February 2002 - February 2004 · 2 yrs
Princor Financial Services CorporationBroker
March 2001 - February 2014 · 12 yrs 11 mos
Raymond James Financial Services, INC.Broker
July 1999 - November 2000 · 1 yr 4 mos
Pfic Securities CorporationBroker
May 1999 - June 1999 · 1 mo
First Chicago Nbd Investment Services, INC.Broker
March 1996 - January 1999 · 2 yrs 10 mos
Essex National Securities, INC.Broker
March 1995 - March 1996 · 1 yr
Hamilton Investments, INC.Broker
February 1994 - February 1995 · 1 yr
Security First Financial, INC.Broker
August 1993 - February 1994 · 6 mos
State Registrations31 states
ALARCACOIAIDILINKSMAMDMIMNMTNCNHNMNVNYOHOKORPASCSDTXUTVAVTWAWI
Advisor
Exams
No exam information available for this advisor.