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).

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 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 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 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 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
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.

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