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Member / Director of Investments / Chief Compliance Officer · Avaii Wealth Management, LLC

Joel T. Blattner

CRD 5440787 · Named on Form ADV at one SEC-registered adviser

At a glance

Avaii Wealth Management, LLC, an SEC-registered wealth manager based in Appleton, WI with $603 million in regulatory assets, lists Joel T. Blattner on its Form ADV as Member / Director of Investments / Chief Compliance Officer, a control person.

Firms and roles

  • Avaii Wealth Management, LLCMember / Director of Investments / Chief Compliance OfficerWealth manager · Appleton, WI · $603M in regulatory assets

AtlasMembers

Joel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.