Joel Thomas Blattner

Employer firm

Avaii Wealth Management, LLC CRD 298165

$603M regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• TAX PLANNING / PREPARATION

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 09/2018
  Northwestern Mutual Investment Services Llc
  Appleton, WI
• 05/2014 → 09/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2018 → 09/2023
  Private Client Services, Llc
  Appleton, WI
• 09/2018 → Present
  Avaii Wealth Management, Llc
  Appleton, WI

Previous Registrations

• 2014-05-13 → 2018-09-06
  Northwestern Mutual Investment Services, Llc
  Appleton, WI
• 2012-04-02 → 2014-04-22
  Packerland Brokerage Services, Inc.
  Green Bay, WI
• 2010-07-20 → 2012-04-02
  Northwestern Mutual Investment Services, Llc
  Appleton, WI
• 2008-01-23 → 2010-06-17
  Sii Investments, Inc.
  Bismarck, ND
  Appleton, WI

Other Businesses

1) Joel Blattner is also a licensed insurance professional conducting business from the same business address. Less than 5% of Mr. Blattner's time is for services as an insurance professional.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-22

Designations

• Certified Financial Planner

Other Names

• Joel Blattner