Avaii Wealth Management LLC
Legal Name: AVAII WEALTH MANAGEMENT, LLC
Full Contact Details
Avaii Wealth Management LLC
158 E. NORTHLAND AVENUE, APPLETON, WI
(920) 214-1212
Other Info
Avaii Wealth Management LLC, a Wisconsin-based Limited Liability Company, boasts a team of 10 individuals, with half of them belonging to advisory positions. Although the exact number of clients they cater to remains undisclosed, the firm has been approved by the U.S. Securities and Exchange Commission since September 6th, 2018.
Appleton, WI | Financial Planner — Appleton, WI - Wealth Management
Life Planning Focused on Growing and Protecting
Direct Owners
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CHRISTIAN JAMES DOULE
MANAGING MEMBER / WEALTH MANAGEMENT ADVISOR owns more than 50% but less than 75%
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JEFFREY JAMES RAINER
MEMBER / WEALTH MANAGEMENT ADVISOR owns more than 10% but less than 25%
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JOEL THOMAS BLATTNER
MEMBER / DIRECTOR OF INVESTMENTS / CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
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AARON MICHAEL SKURR
CHIEF COMPLIANCE OFFICER owns less than 5%