BD
CFP
BD
CFP

Burton Lee Van Denburg

24 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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
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Location

14301 First National Bank Parkway, Suite 410, Omaha, NE, 68154

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Avior Wealth Management, LLC
January 2009 - Present · 17 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2001 - January 2009 · 7 yrs 3 mos
State Registrations2 states
NETX
Advisor
Exams
No exam information available for this advisor.
Burton Lee Van Denburg - Financial Advisor | TrueAdvisor