Avaii Wealth Management Management Team
Contact top employees from
Avaii Wealth Management
Summary
The word "avaii" can be traced back to Latin roots for “life plan” and that’s exactly what we provide.
When our partners founded Avaii Wealth Management, they did so based on a simple and...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Founded
2018
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Avaii Wealth Management shows a diverse range of experience levels:
14% have been with the company for less than 1 year29% for 1–2 years29% for 3–4 years29% for 5–7 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Avaii Wealth Management
Christian Doule
President, Wealth Advisor
Mark Truettner
Partner - Wealth Advisor
Joel Blattner
Partner, Director of Investments and Planning
Peter Kerntke
Wealth Advisor
David Jensen
Partner, Wealth Advisor
Aaron Skurr
Chief Compliance Officer
Jennifer Martin
Health And Wellness Coach
Abbygail Quinter
Financial Planning Associate
Kole Purtell
Wealth Advisor
Mark Nelessen
Wealth Advisor
Charity Schiltz
Financial Planning Associate
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FAQ
Avaii Wealth Management operates in the Financial Services industries. More details can be found on the official website: avaii.com.
The headquarters of Avaii Wealth Management are located in Appleton, United States.
You can contact Avaii Wealth Management by phone at 920-214-1212.
Avaii Wealth Management currently employs 10-50 people.
