Mark NelessenCRD 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 1 year of experience in the finance industry.
Lpl Financial LLC
Northwestern Mutual Investment Services,llc
Advisors Management Group Inc.
|Avaii Wealth Management, LLC||Appleton, WI||Dec 2021 - Current||< 1|
|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|
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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