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2101 N Casaloma Dr, Appleton, WI 54913 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2010 | 09/2018 |
| Northwestern Mutual Investment Services, Llc | Appleton | WI | 03/2011 | 09/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 09/2018 |
| Private Client Services, Llc | Appleton | WI | 09/2018 | 02/2019 |
| Avaii Wealth Management, Llc | Appleton | WI | 09/2018 | Present |
Mark Truettner is also a licensed insurance professional conducting business from the same business address. Less than 5% of Mr. Truettner's time is for services as an insurance professional.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-25 |
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