Avaii Wealth Management Management Team
Contact top employees from
Avaii Wealth Management
Summary
The company currently specializes in the Financial Services area. To connect with Avaii Wealth Management employee register on SignalHire.
Organization Website | avaii.com |
Social Links |   |
Phone Number | 920-214-1212 |
Industries | |
Headquarters Location | 2101 N. Casaloma Drive, Appleton, WI, 54913 US |
Employees Size | 10-50 employees |
Founded | 2018 |
Employees Turnover 1 quarter 2026
Length of Employment
Employee tenure at Avaii Wealth Management shows a diverse range of experience levels:
11% have been with the company for less than 1 year22% for 1–2 years22% for 3–4 years44% for 5–7 yearsContact top employees from
Avaii Wealth Management
C
Christian Doule
President, Wealth Advisor
B
Ben Baker
Tax Director
M
Mark Truettner
Partner - Wealth Advisor
J
Joel Blattner
Partner, Director of Investments and Planning
P
Peter Kerntke
Wealth Advisor
D
David Jensen
Partner, Wealth Advisor
A
Aaron Skurr
Chief Compliance Officer
J
Jennifer Martin
Health And Wellness Coach
A
Abbygail Quinter
Financial Planning Associate
K
Kole Purtell
Wealth Advisor
J
Jada Gotz
Tax Associate
M
Mark Nelessen
Wealth Advisor
C
Charity Schiltz
Financial Planning Associate
T
Ting Yi
Financial and Tax Planning Associate
Companies Similar to Avaii Wealth Management
FAQ
Avaii Wealth Management operates in the Finance 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.
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