DENALI WEALTH MANAGEMENT, INC.

MEQUON, Wisconsin·2 registered advisors·CRD# 153323
SEC# 801-712600414-978-0020
01

Firm Overview

AUM
$257M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DENALI WEALTH MANAGEMENT, INC.

2 registered advisors
Carl Allen Valimont
MEQUON, Wisconsin
Daniel John Ringsred
MEQUON, Wisconsin
05

Office Locations

MEQUON, Wisconsin
2 advisors

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Data sourced from SEC Form ADV filings. DENALI WEALTH MANAGEMENT, INC. (CRD# 153323) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.