Joel Blattner, financial advisor Appleton WI

Joel Blattner

CRD Number: 5440787
Current Firm: Avaii Wealth Management, LLC

Joel Blattner (CRD# 5440787) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Private Client Services, LLC Appleton, WI Sep 2018 - Current 3
Avaii Wealth Management, LLC Appleton, WI Sep 2018 - Current 3
Northwestern Mutual Investment Services LLC Appleton, WI May 2014 - Sep 2018 4
Northwestern Mutual Wealth Management Company Milwaukee, WI May 2014 - Sep 2018 4
Northwestern Mutual Investment Services, LLC Appleton, WI May 2014 - Mar 2016 1
Packerland Brokerage Services Green Bay, WI Apr 2012 - Apr 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Joel T. Blattner
Phone Number: (920) 214-1212
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    315
    MILLIONS
  • Total Number of Accounts
    1,488
    ACCOUNTS
  • Average Account Value
    $211,837
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

IL, MI, MN, NH, TX, WI

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