Samuel Mullins, financial advisor Appleton WI

Samuel Mullins

CRD Number: 7405962
Current Firm: Avaii Wealth Management, LLC

Samuel Mullins (CRD# 7405962) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Avaii Wealth Management, LLC Appleton, WI Jul 2021 - Current 1
Scheels Appleton, WI Sep 2016 - Aug 2021 4
University Of Wisconsin - Stevens Point Stevens Point, WI Mar 2019 - May 2021 2
Kerntke, Otto, And Mcglone Appleton, WI Jun 2019 - Aug 2019 < 1
Student Appleton, WI Jun 2011 - Mar 2019 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2021
Contact Info for Samuel Mullins
Phone Number: (920) 214-1212
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    315
    MILLIONS
  • Total Number of Accounts
    1,488
    ACCOUNTS
  • Average Account Value
    $211,837
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

IL, MI, MN, NH, TX, WI

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