Mark
Truettner
Avaii Wealth Management, LLC
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About this Advisor
Mark Truettner is a financial advisor based in Appleton, Wisconsin, working with Avaii Wealth Management, LLC. Mark has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Private Client Services, LLC, and Avaii Wealth Management, LLC. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Mark 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
Services Offered
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
Mark Truettner Work History
Avaii Wealth Management, LLC
Private Client Services, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
Disclosures
Please visit the SEC profile of Mark Truettner 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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