Unclaimed Profile

Joel Thomas Blattner

AVAII WEALTH MANAGEMENT, LLC·APPLETON, Wisconsin

Clean recordAVAII WEALTH MANAGEMENT, LLC

2101 N CASALOMA DR, APPLETON, WI 54913CRD# 5440787Firm CRD# 298165

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joel Thomas Blattner · APPLETON, WI

Registration

CRD #5440787 · AVAII WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joel Thomas Blattner is a registered financial advisor based in APPLETON, Wisconsin, affiliated with AVAII WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

AVAII WEALTH MANAGEMENT, LLC

AUM

$410M

Regulatory assets under management

Employees

Total firm employees

View all advisors at AVAII WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5440787

Firm CRD# 298165

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joel Thomas Blattner offer?

Joel Thomas Blattner specializes in Financial Planning, Investment Management. Contact their office in APPLETON, Wisconsin for a consultation.

What are Joel Thomas Blattner's credentials?

Joel Thomas Blattner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joel Thomas Blattner located?

Joel Thomas Blattner is based in APPLETON, Wisconsin, working with AVAII WEALTH MANAGEMENT, LLC. Their office serves clients in the APPLETON metropolitan area and surrounding communities.

How does Joel Thomas Blattner charge for services?

Joel Thomas Blattner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVAII WEALTH MANAGEMENT, LLC?

AVAII WEALTH MANAGEMENT, LLC has approximately 15 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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