Carl Valimont, financial advisor Mequon WI

Carl Valimont

CRD Number: 4570934
Current Firm: Denali Wealth Management, Inc.

Carl Valimont (CRD# 4570934) is an Investment Advisor Representative working at Denali Wealth Management, Inc. in Mequon, WI and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Denali Wealth Management Inc. Miwaukee, WI Apr 2010 - Current 13
Purshe Kaplan Sterling Albany, NY Apr 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2005
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Carl A. Valimont
Phone Number: 414-978-0020
Firm Website: http://www.denaliwm.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    257
    MILLIONS
  • Total Number of Accounts
    447
    ACCOUNTS
  • Average Account Value
    $573,922
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CO, CT, FL, IL, MA, TX, WI

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