Profile
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.
Joel Thomas Blattner active positions
| Companies | Position | Start |
|---|---|---|
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. | Founder | 01/09/2018 |
Training of Joel Thomas Blattner
| University of Wisconsin Oshkosh | Undergraduate Degree |
Experiences
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1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 1 |
|---|---|
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 |
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