AVAII WEALTH MANAGEMENT, LLC of APPLETON, WI is an SEC-registered investment adviser (CRD 298165). Regulatory assets under management: $602.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Christian James Doule | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | — |
| Joel Thomas Blattner | MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | — |
| Mark David Truettner | MEMBER / WEALTH MANAGEMENT ADVISOR | — |
| David Robert Jensen | MEMBER / WEALTH ADVISOR | — |
| Benjamin Luke Baker | DIRECTOR OF TAX PLANNING AND STRATEGY | — |
| JENSEN CURTIS ROBERT | MEMBER / WEALTH ADVISOR | — |
| BLATTNER JOEL THOMAS | MEMBER / DIRECTOR OF INVESTMENTS; MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER | — |
| DOULE CHRISTIAN JAMES | MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR | — |
| RAINER JEFFREY JAMES | MEMBER / WEALTH MANAGEMENT ADVISOR | — |
| SKURR AARON MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| TRUETTNER MARK DAVID | MEMBER / WEALTH MANAGEMENT ADVISOR | — |