Carl ValimontCRD Number: 4570934
Current Firm: Denali Wealth Management, Inc.
Carl Valimont (CRD# 4570934) is an Investment Advisor Representative working at Denali Wealth Management, Inc. in Milwaukee, WI and has over 18 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Denali Wealth Management Inc.||Miwaukee, WI||Apr 2010 - Current||7|
|Purshe Kaplan Sterling||Albany, NY||Apr 2010 - Current||7|
|Rbc Capital Markets Corporation||Milwaukee, WI||Mar 2008 - Apr 2010||2|
|Rbc Dain Rauscher Inc.||Milwaukee, WI||Nov 2004 - Mar 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2005|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management213MILLIONS
Total Number of Accounts286ACCOUNTS
Average Account Value$743,706
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
LA, MN, TX, WI