Joel Thomas Blattner
Gründer bei Avaii Wealth Management LLC
Profil
Mr. Joel T.
Blattner is a Founding Director of Investment & Planning at Avaii Wealth Management LLC.
He is a registered Investment Advisor Representative, is securities, life, variable, and accident and health licensed, and overseas the investment operations and fee based financial planning for Avaii.
This includes executing transactions, on-going monitoring of client portfolios, and extensive investment research.
He obtained a Bachelor’s degree in Finance from the University of Wisconsin-Oshkosh and the CERTIFIED FINANCIAL PLANNER (CFP) certification.
Aktive Positionen von Joel Thomas Blattner
Unternehmen | Position | Beginn |
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Avaii Wealth Management LLC
Avaii Wealth Management LLC Investment ManagersFinance Avaii Wealth Management LLC (Avaii) is an independent registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Christian Doule, Joel T. Blattner and Jeff Rainer in 2018. Avaii provides advisory services to individuals, families, trusts, estates, charitable organizations, businesses and retirement plans. | Gründer | 01.09.2018 |
Ausbildung von Joel Thomas Blattner
University of Wisconsin Oshkosh | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Herr
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Unternehmensverbindungen
Private Unternehmen | 1 |
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Avaii Wealth Management LLC
Avaii Wealth Management LLC Investment ManagersFinance Avaii Wealth Management LLC (Avaii) is an independent registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Christian Doule, Joel T. Blattner and Jeff Rainer in 2018. Avaii provides advisory services to individuals, families, trusts, estates, charitable organizations, businesses and retirement plans. | Finance |