Mark Truettner, financial advisor Appleton WI

Mark Truettner

CRD Number: 5851829
Current Firm: Avaii Wealth Management, LLC

Mark Truettner (CRD# 5851829) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Avaii Wealth Management, LLC Appleton, WI Sep 2018 - Current 5
Private Client Services, LLC Appleton, WI Sep 2018 - Feb 2019 < 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Sep 2018 2
Northwestern Mutual Investment Services, LLC Appleton, WI Mar 2011 - Sep 2018 7
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 2010 - Sep 2018 7
Northwestern Mutual Investment Services, LLC Appleton, WI Mar 2014 - Mar 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Mark D. Truettner
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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