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Diane Mommsen
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Work Experience
Accountant
2019 - Present · 5 years and 11 months
Corporate Accounting Manager
2014 - 2019 · 5 years
Telmar Network Technology
Accountant Ii
2011 - 2014 · 3 years
Company Details
51-200 Employees
Financial Planning and Investment Management services are provided by Avior Wealth Management, LLC, a SEC registered investment advisor. All investments are subject to risk, including loss of principal. Nothing contained herein should be construed as legal or tax advice. Please consult your attorney regarding legal / estate planning or your CPA regarding tax questions. On April 1st 2011, the Campbell Wealth Management Group, Inc combined with Nelson-VanDenburg & Associates to form: Nelson, VanDenburg & Campbell Wealth Management Group, LLC. On September 1, 2021 Nelson, Van Denburg and Campbell rebranded to Avior Wealth Management, LLC ("Avior"). Avior is an SEC-registered investment advisor located in Omaha, NE. Avior and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC-registered advisors by those states in which we maintains clients. Avior may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notification requirements. Important information describing Avior’s business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. Avior will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients. Copies are also available to interested parties upon request. This site is published in the United States for residents of the United States. Avior is not soliciting business in international jurisdictions where it is not registered.
Year Founded
2011
Social Media
LinkedinFacebook
Industry
Financial Services, Other, Accounting, Tax Preparation, Bookkeeping, and Payroll Services, Services, Business Financial Services
HQ Location
14301 FNB Pkwy Suite 110 Omaha, Nebraska 68154, US
Keywords
Financial Plannerfinancial planninginvestment managementretirement planningtax planning strategiesinsurance planningcash-flow & net worth planningestate planningeducation planningbusiness owner planning
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