Carl Valimont, financial advisor Milwaukee WI
93 score

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 Milwaukee, WI and has over 16 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 6
Purshe Kaplan Sterling Albany, NY Apr 2010 - Current 6
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
Contact Info for Carl A. Valimont
Phone Number: 414-978-0020
Firm Website:
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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