Mark Nelessen, financial advisor Appleton WI

Mark Nelessen

CRD Number: 7483952
Current Firm: Avaii Wealth Management, LLC

Mark Nelessen (CRD# 7483952) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Array Energy Seymour, WI Oct 2022 - Current 1
Avaii Wealth Management, LLC Appleton, WI Dec 2021 - Current 2
Studying Appleton, WI Sep 2021 - Nov 2021 < 1
Compassion International Colorado Springs, CO Oct 2006 - Aug 2021 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Mark A. Nelessen
Phone Number: (920) 214-1212
Firm Website: http://avaii.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    410
    MILLIONS
  • Total Number of Accounts
    2,243
    ACCOUNTS
  • Average Account Value
    $182,618
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

CO, FL, IL, MI, MN, NH, TN, TX, WI

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