Denali Wealth Management, Inc.

Denali Wealth Management, Inc. (CRD# 153323) is a financial advisory firm headquartered in Mequon, WI. They manage $90,593,000 in 243 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    243
    ACCOUNTS
  • Average Account Value
    $372,811
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

MN, TX, WI

Financial Advisors at Denali Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey A. Rochon
CRD#: 5912987
1325 W Towne Square Road, Mequon, WI 53092

Jeffrey Rochon (CRD# 5912987) is an Investment Advisor Representative working at Denali Wealth Management, Inc. in Mequon, WI and has over 9 years of experience in the finance industry.

2
Carl A. Valimont
CRD#: 4570934
1325 W Towne Square Road, Mequon, WI 53092

Carl Valimont (CRD# 4570934) is an Investment Advisor Representative working at Denali Wealth Management, Inc. in Mequon, WI and has over 20 years of experience in the finance industry.

3
Mark A. Wierichs
CRD#: 7067826
1325 W Towne Square Road, Mequon, WI 53092

Mark Wierichs (CRD# 7067826) is an Investment Advisor Representative working at Denali Wealth Management, Inc. in Mequon, WI and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.