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AVAII WEALTH MANAGEMENT, LLC
AVAII WEALTH MANAGEMENT, LLC
APPLETON, Wisconsin
·
6 registered advisors
·
CRD# 298165
SEC# 801-113937
0
(920) 214-1212
01
Firm Overview
AUM
$410M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at AVAII WEALTH MANAGEMENT, LLC
6 registered advisors
Aaron Michael Skurr
APPLETON, Wisconsin
CRD# 4419282
Christian James Doule
APPLETON, Wisconsin
CRD# 5469878
David Robert Jensen
APPLETON, Wisconsin
CRD# 5391883
Jeffrey James Rainer
APPLETON, Wisconsin
CRD# 3168972
Joel Thomas Blattner
APPLETON, Wisconsin
CRD# 5440787
Mark David Truettner
APPLETON, Wisconsin
CRD# 5851829
05
Office Locations
APPLETON, Wisconsin
6 advisors
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Data sourced from SEC Form ADV filings. AVAII WEALTH MANAGEMENT, LLC (CRD# 298165) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.