Joseph
Maestas
Avaii Wealth Management, LLC
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About this Advisor
Joseph Maestas is a financial advisor based in Appleton, Wisconsin, working with Avaii Wealth Management, LLC. Joseph has previously held positions at Avaii Wealth Management, LLC, Dwc - The 401(K) Experts, Futureplan By Ascensus, and Qualified Pension Services, Inc. Joseph has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Joseph is part of Avaii Wealth Management, LLC, which operates out of Appleton, Wisconsin. The firm has 16 employees and manages assets totaling $409.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Avaii Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Avaii Wealth Management, LLC Brokerage Details
$409,612,956
16
2,243
$182,618
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Joseph Maestas Work History
Avaii Wealth Management, LLC
Dwc - The 401(K) Experts
Futureplan By Ascensus
Dwc - The 401(K) Experts
Qualified Pension Services, Inc
Disclosures
Please visit the SEC profile of Joseph Maestas 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 Avaii Wealth Management, LLC
Appleton, WI
Appleton, WI
Appleton, WI
Appleton, WI
Appleton, WI
Appleton, WI
Appleton, WI
Appleton, WI
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