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).

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
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
Samuel Mullins
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.

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