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.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
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 |
- WI
-
Total Assets Under Management410MILLIONS
-
Total Number of Accounts2,243ACCOUNTS
-
Average Account Value$182,618
- 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)
- Other
CO, FL, IL, MI, MN, NH, TN, TX, WI
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