Carl
Valimont
Denali Wealth Management, Inc
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About this Advisor
Carl Valimont is a financial advisor operating out of Mequon, Wisconsin with a total of 13 years of industry experience. Valimont is on the advisory team at Denali Wealth Management, Inc. Over the course of their career, Valimont has held roles at Denali Wealth Management Inc and Purshe Kaplan Sterling. Valimont has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Wisconsin. Denali Wealth Management, Inc is a registered investment firm based in Mequon, WI. The firm has a total of eight employees. It oversees $210 million in assets under management between its 388 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 388 client accounts, 29% belong to high-net-worth individuals who have more than $1 million in assets. Denali Wealth Management, Inc has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management typically are based on which services are offered. Fee types charged by Denali Wealth Management, Inc can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Denali Wealth Management, Inc Brokerage Details
$210,184,000
8
388
$541,711
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Carl Valimont Work History
Carl has been registered as a financial advisor for 13 years.*
Denali Wealth Management Inc
Purshe Kaplan Sterling
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carl Valimont to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Denali Wealth Management, Inc
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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