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).

Current Firm Details
2101 N Casaloma Dr, Appleton, WI 54913
http://avaii.com
By the Numbers
  • Total Assets Under Management
    410
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Avaii Wealth Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Joel Blattner, financial advisor Appleton WI
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 16 years of experience in the finance industry.

2
Christian Doule, financial advisor Appleton WI
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 15 years of experience in the finance industry.

3
William Fenili, financial advisor Appleton WI
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 33 years of experience in the finance industry.

4
David Jensen, financial advisor Appleton WI
David R. Jensen
CRD#: 5391883
2101 N Casaloma Dr, Appleton, WI 54913

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.

5
Jeffrey Rainer, financial advisor Appleton WI
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 24 years of experience in the finance industry.

6
Charity Schiltz, financial advisor Appleton WI
Charity L. Schiltz
CRD#: 5228420
2101 N Casaloma Dr, Appleton, WI 54913

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.

7
Mark Truettner, financial advisor Appleton WI
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 12 years of experience in the finance industry.

8
Mark Nelessen, financial advisor Appleton WI
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 over 2 years 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.

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