Avaii Wealth Management, LLC

Avaii Wealth Management, LLC (CRD# 298165) is a financial advisory firm headquartered in Appleton, WI. They manage $315,213,155 in 1,488 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details

2101 N Casaloma Dr, Appleton, WI 54913

https://www.facebook.com/avaiiwealthmanagement/ undo

By the Numbers

Total Assets Under Management

315

MILLION
Total Number of Accounts

1,488

ACCOUNTS
Average Account Value

$211,837

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

Registered Investment Advisor

Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MI, MN, NH, TX, WI

Financial Advisors at Avaii Wealth Management, LLC

Showing 1 - 7 of 7 top financial advisors.

1

Joel T. Blattner

CRD#: 5440787

2101 N Casaloma Dr, Appleton, WI 54913

Joel Blattner (CRD# 5440787) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 14 years of experience in the finance industry.

2

Christian J. Doule

CRD#: 5469878

2101 N Casaloma Dr, Appleton, WI 54913

Christian Doule (CRD# 5469878) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 14 years of experience in the finance industry.

3

William D. Fenili

CRD#: 2009408

2101 N Casaloma Dr, Appleton, WI 54913

William Fenili (CRD# 2009408) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 31 years of experience in the finance industry.

4

Jeffrey J. Rainer

CRD#: 3168972

2101 N Casaloma Dr, Appleton, WI 54913

Jeffrey Rainer (CRD# 3168972) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 22 years of experience in the finance industry.

5

Mark D. Truettner

CRD#: 5851829

2101 N Casaloma Dr, Appleton, WI 54913

Mark Truettner (CRD# 5851829) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 11 years of experience in the finance industry.

6

CRD#: 7405962

2101 N Casaloma Dr, Appleton, WI 54913

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.

7

Mark A. Nelessen

CRD#: 7483952

2101 N Casaloma Dr, Appleton, WI 54913

Mark Nelessen (CRD# 7483952) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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