Denali Wealth Management, Inc.
Denali Wealth Management, Inc. (CRD# 153323) is a financial advisory firm headquartered in Mequon, WI. They manage $229,044,000 in 365 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management229MILLION
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Total Number of Accounts365ACCOUNTS
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Average Account Value$627,518
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

CO, CT, FL, TX, WI
Robert Kieckhefer (CRD# 3158584) is an Investment Advisor Representative working at Denali Wealth Management, Inc. in Mequon, WI and has over 23 years of experience in the finance industry.
Jeffrey Rochon (CRD# 5912987) is an Investment Advisor Representative working at Denali Wealth Management, Inc. in Mequon, WI and has over 11 years of experience in the finance industry.
Carl Valimont (CRD# 4570934) is an Investment Advisor Representative working at Denali Wealth Management, Inc. in Mequon, WI and has over 22 years of experience in the finance industry.
Mark Wierichs (CRD# 7067826) is an Investment Advisor Representative working at Denali Wealth Management, Inc. in Mequon, WI and has over 3 years of experience in the finance industry.
Evan Salmela (CRD# 7400402) is an Investment Advisor Representative working at Denali Wealth Management, Inc. in Mequon, WI and has 1 year of experience in the finance industry.