Samuel MullinsCRD 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.
Mcglone Suttner Wealth Management, Inc.
Lpl Financial LLC
Northwestern Mutual Investment Services,llc
|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|
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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