JB
Joel Blattner
Partner, Director Of Investments And Planning at Avaii Wealth Management
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Work Experience
Partner, Director Of Investments And Planning
Sep 2018 - Present · 6 years and 3 months
Director Of Investments
Apr 2014 - Sep 2018 · 4 years and 5 months
Manager Of Brokerage Operations
Apr 2013 - Apr 2014 · 1 years
Company Details
The word "avaii" can be traced back to Latin roots for “life plan” and that’s exactly what we provide. When our partners founded Avaii Wealth Management, they did so based on a simple and common-sense approach to financial planning and wealth management – always put our clients first. As such, we craft actionable ideas based on your individual needs in a language you can understand. Together, we offer a clear, comprehensive, and individualized life planning strategy. Whether your focus is on building a strong financial foundation or ensuring a secure and comfortable retirement, we're here to help you achieve your financial goals.
Year Founded
2018
Social Media
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Industry
Financial Services
HQ Location
2101 N. Casaloma Drive Appleton, WI 54913, US
Keywords
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