Jeffrey Rainer, financial advisor Appleton WI

Jeffrey Rainer

CRD Number: 3168972
Current Firm: Avaii Wealth Management, LLC

Jeffrey Rainer (CRD# 3168972) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Avaii Wealth Management, LLC Appleton, WI Sep 2018 - Current 5
Private Client Services Appleton, WI Aug 2018 - Dec 2018 < 1
Northwestern Mutual Investment Services, LLC Sheboygan, WI Feb 2003 - Sep 2018 15
Northwestern Mutual Wealth Management Company Milwaukee, WI Aug 2007 - Aug 2018 11
Northwestern Mutual Life Insurance Company Sheboygan, WI Feb 2003 - Aug 2018 15
Northwestern Mutual Investment Services, LLC Sheboygan, WI Feb 2005 - Mar 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2000
S65 NASAA Investment Advisors Law Examination Jul 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey J. Rainer
Phone Number: (920) 214-1212
Firm Website: http://avaii.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    410
    MILLIONS
  • Total Number of Accounts
    2,243
    ACCOUNTS
  • Average Account Value
    $182,618
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

CO, FL, IL, MI, MN, NH, TN, TX, WI

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