Avaii Wealth Management, LLC
Avaii Wealth Management, LLC (CRD# 298165) is a financial advisory firm headquartered in Appleton, WI. They manage $409,612,956 in 2,243 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management410MILLION
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Total Number of Accounts2,243ACCOUNTS
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Average Account Value$182,618
- 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
- Selection of other advisers (including private fund managers)
- Other
CO, FL, IL, MI, MN, NH, TN, TX, WI
Joel Blattner (CRD# 5440787) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 16 years of experience in the finance industry.
Christian Doule (CRD# 5469878) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 15 years of experience in the finance industry.
William Fenili (CRD# 2009408) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 33 years of experience in the finance industry.
David Jensen (CRD# 5391883) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 16 years of experience in the finance industry.
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.
Charity Schiltz (CRD# 5228420) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 17 years of experience in the finance industry.
Mark Truettner (CRD# 5851829) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 12 years of experience in the finance industry.
Mark Nelessen (CRD# 7483952) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 2 years of experience in the finance industry.