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).

Current Firm Details
1325 W Towne Square Road, Mequon, WI 53092
http://www.denaliwm.com
By the Numbers
  • Total Assets Under Management
    229
    MILLION
  • Total Number of Accounts
    365
    ACCOUNTS
  • Average Account Value
    $627,518
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.

CO, CT, FL, TX, WI

Financial Advisors at Denali Wealth Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Robert Kieckhefer, financial advisor Mequon WI
Robert A. Kieckhefer
CRD#: 3158584
1325 W Towne Square Road, Mequon, WI 53092

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.

2
Jeffrey Rochon, financial advisor Mequon WI
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 11 years of experience in the finance industry.

3
Carl Valimont, financial advisor Mequon WI
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 22 years of experience in the finance industry.

4
Mark Wierichs, financial advisor Mequon WI
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 3 years of experience in the finance industry.

5
Evan Salmela, financial advisor Mequon WI
Evan Salmela
CRD#: 7400402
1325 W Towne Square Road, Mequon, WI 53092

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.

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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