Denali Wealth Management, Inc.

Denali Wealth Management, Inc. (CRD# 153323) is a financial advisory firm headquartered in Mequon, WI. They manage $210,184,000 in 388 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    388
    ACCOUNTS
  • Average Account Value
    $541,711
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
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 - 6 of 6 top financial advisors.
1
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 25 years of experience in the finance industry.

2
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 12 years of experience in the finance industry.

3
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 24 years of experience in the finance industry.

4
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 5 years of experience in the finance industry.

5
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.

6
Lane D. Valimont
CRD#: 7691308
1325 W Towne Square Road, Mequon, WI 53092

Lane Valimont (CRD# 7691308) is an Investment Advisor Representative working at Denali Wealth Management, Inc. in Mequon, WI and has 1 year of experience in the finance industry.

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