Mark
Truettner
Avaii Wealth Management, LLC
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About this Advisor
Mark Truettner is a financial advisor operating out of Appleton, Wisconsin, with a total of 5 years of relevant experience. Truettner works at Avaii Wealth Management, LLC. Their career trajectory has included roles 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. Truettner holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Wisconsin. Avaii Wealth Management, LLC is an advisory firm operating out of Appleton, WI. It oversees $304 million in total assets between its 1,775 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,775 customer accounts, 21% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Avaii Wealth Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees usually depend on which services the firm provides the client. Fee types charged by Avaii Wealth Management, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avaii Wealth Management, LLC Brokerage Details
$303,682,414
12
1,775
$171,089
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Mark Truettner Work History
Mark has been registered as a financial advisor for 5 years.*
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
*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 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
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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