Joel BlattnerCRD 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.
Mcglone Suttner Wealth Management, Inc.
Lpl Financial LLC
Northwestern Mutual Investment Services,llc
|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|
Total Assets Under Management315MILLIONS
Total Number of Accounts1,488ACCOUNTS
Average Account Value$211,837
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IL, MI, MN, NH, TX, WI
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