Avaii Wealth Management, LLC

Mark Truettner is a financial advisor at Avaii Wealth Management, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Northwestern Mutual in various roles from 2010 to 2018 and at Private Client Services, LLC. Truettner is also a licensed insurance professional, dedicating a small portion of his time to insurance services. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans with financial planning, discretionary investment management, and retirement plan advisory services. The firm employs a fiduciary, goal-driven process incorporating fundamental analysis, modern portfolio theory, asset allocation, and diversification, and offers in-house tax preparation through a CPA on a fixed-fee basis.

Joel Blattner is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Avaii Wealth Management, LLC since 2018. His prior roles include positions with Private Client Services, LLC and Northwestern Mutual Wealth Management Company. Blattner is also a licensed insurance professional, dedicating a small portion of his time to insurance-related services. Avaii Wealth Management provides advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary, goal-driven process using fundamental analysis, modern portfolio theory, and diversification, offering financial planning, discretionary investment management, and retirement plan advisory services.

Claus Kerntke is a CFP® with 39 years of industry experience, currently serving at Avaii Wealth Management, LLC since 2025. He previously worked for Kerntke Otto McGlone Wealth Management for 18 years and Cambridge Investment Research, Inc. for 9 years. He is also a licensed insurance agent. Avaii Wealth Management provides advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, utilizing a fiduciary, goal-driven process that incorporates fundamental analysis, modern portfolio theory, and diversification. The firm offers financial planning, discretionary investment management, retirement plan advisory services, and in-house tax preparation through a CPA.

Charity Schiltz is a financial advisor at Avaii Wealth Management, LLC in Appleton, WI, with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Thrivent Investment Management and Dave Jensen - Thrivent. Avaii Wealth Management provides advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, using a goal-driven process that incorporates fundamental analysis, modern portfolio theory, and asset allocation. The firm offers financial planning, discretionary investment management, and retirement plan advisory services, utilizing both active and passive investment strategies alongside options and independent managers when appropriate.

Kole Purtell is a financial advisor at Avaii Wealth Management, LLC in Appleton, WI, with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Fresenius Medical Care, and served in the U.S. Army. Kole is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans by providing financial planning, discretionary investment management, and retirement plan advisory services. The firm employs a fiduciary, goal-driven process using fundamental analysis, modern portfolio theory, and diversification, and offers in-house tax preparation and filing services along with access to institutional platforms and independent managers.

Christian Doule is a financial advisor with Avaii Wealth Management, LLC in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Private Client Services, LLC. Outside of his advisory work, he manages Doule Noted, LLC, which handles office space rental. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans with financial planning, discretionary investment management, and retirement plan advisory services. The firm employs a fiduciary, goal-driven process using fundamental analysis, modern portfolio theory, and diversification, and offers in-house tax preparation services alongside investment management.

David Jensen is a CFP® professional with 18 years of industry experience. He is currently an advisor at Avaii Wealth Management, LLC and previously worked at Thrivent Financial For Lutherans and Thrivent Investment Management Inc for 16 years. Outside of advising, he is an insurance agent and owns a business managing commercial real estate rent collection. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, offering financial planning, discretionary investment management, and retirement plan advisory services. The firm employs a fiduciary, goal-driven process using fundamental analysis, modern portfolio theory, and diversification, and provides in-house tax preparation and filing services through a CPA.

William Fenili is a financial advisor at Avaii Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and Private Client Services. Outside of advisory work, he is involved with Shady Oaks Mobile Home Park, LLC. Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans by providing financial planning, discretionary investment management, and retirement plan advisory services. The firm employs a fiduciary, goal-driven process using fundamental analysis, modern portfolio theory, and diversification, and offers in-house tax preparation services alongside investment management.

Mark Nelessen is a financial advisor with Avaii Wealth Management, LLC in Appleton, WI, holding a Series 65 designation and four years of industry experience. He also works as a sales representative for Array Energy and is an independent insurance agent. Avaii Wealth Management provides advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, using a fiduciary, goal-driven process that incorporates fundamental analysis, modern portfolio theory, and asset diversification. The firm offers financial planning, discretionary investment management, and retirement plan advisory services, with additional in-house tax preparation and licensed insurance professionals on staff.