AdvisorOS Directory
Claim Profile
MT

Mark David Truettner

AVAII WEALTH MANAGEMENT, LLC·APPLETON, Wisconsin
Unclaimed Profile
2101 N CASALOMA DR, APPLETON, WI 54913CRD# 5851829Firm CRD# 298165
01

About

Mark David Truettner 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AVAII WEALTH MANAGEMENT, LLC
AVAII WEALTH MANAGEMENT, LLC
AUM
$410M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at AVAII WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5851829
Firm CRD# 298165
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in APPLETON?

Browse all registered financial advisors in APPLETON, Wisconsin or claim this profile if it's yours.

Browse APPLETON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mark David Truettner offer?
Mark David Truettner specializes in Financial Planning, Investment Management. Contact their office in APPLETON, Wisconsin for a consultation.
What are Mark David Truettner's credentials?
Mark David Truettner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark David Truettner located?
Mark David Truettner 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 Mark David Truettner charge for services?
Mark David Truettner'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in APPLETON
Debra Sumnicht — ISECTORS, LLCDavid Robert Jensen — AVAII WEALTH MANAGEMENT, LLCGreg Barber — SCHENCK INVESTMENT SOLUTIONS LLCMark Christopher Scheffler — THE APPLETON GROUP, LLCVernon Coffey Sumnicht — ISECTORS, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile