Avaii Wealth Management, LLC

Mark Truettner is a financial advisor with Avaii Wealth Management, LLC in Appleton, WI, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. His prior work includes roles at Northwestern Mutual and Private Client Services. He is also a licensed insurance professional, dedicating a small portion of his time to insurance-related services. Avaii Wealth Management is an SEC-registered advisory firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm combines financial planning with portfolio management, using a range of investment vehicles and offering discretionary management with a fiduciary standard.

Joel Blattner is a CFP® professional with 18 years of industry experience. He has been with Avaii Wealth Management, LLC since 2018 and previously worked at Northwestern Mutual and several other firms. Blattner is also a licensed insurance professional, dedicating a small portion of his time to that role. Avaii Wealth Management is an SEC-registered firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers integrated financial planning and portfolio management, using a mix of active and passive investments, and conducts regular account reviews through an 11-person advisory team.

William Kleiber is a financial advisor at Avaii Wealth Management, LLC with one year of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Northwestern Mutual Investment Services, LLC. His background includes a mix of roles outside finance, including positions at Miller Electric and various local businesses. Avaii Wealth Management is an SEC-registered advisory firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $603 million across nearly 1,000 client relationships, integrating financial planning with portfolio construction using a combination of active and passive investment vehicles and third-party managers.

Claus Kerntke is a CFP® with 39 years of industry experience currently serving at Avaii Wealth Management, LLC. He was previously with Kerntke Otto McGlone Wealth Management for 18 years. He is also a licensed insurance agent involved in insurance sales and implementation. Avaii Wealth Management is an SEC-registered advisory firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $603 million with an 11-person advisory team, integrating financial planning with portfolio construction using a combination of active and passive investments along with third-party managers.

Charity Schiltz is a financial advisor at Avaii Wealth Management, LLC in Appleton, WI, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Thrivent Investment Management Inc and Dave Jensen - Thrivent. Avaii Wealth Management is an SEC-registered advisory firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm combines financial planning with portfolio management using a mix of active and passive investments and provides additional services such as in-house tax preparation and licensed insurance professionals within its 11-person team.

Shaun Williams is a financial advisor with Avaii Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Avaii in 2026, he worked for Ameritas Advisory Services, LLC and Ameritas Investment Company, LLC for 20 years. He is also president of Williams Financial, LLC, a business focused on insurance and business planning, and is involved in farming activities. Avaii Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $603 million with an 11-person advisory team, integrating financial planning and portfolio management using a mix of active and passive investments and third-party managers when appropriate.

Kole Purtell is a financial advisor at Avaii Wealth Management, LLC with three years of industry experience. Prior to joining Avaii, he worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. He also served in the U.S. Army for four years. Kole is a licensed insurance agent and spends a portion of his time implementing insurance recommendations. Avaii Wealth Management is an SEC-registered firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm integrates financial planning with portfolio management using a combination of active and passive investments and offers additional services such as in-house tax preparation through a CPA.

Christian Doule is a financial advisor with Avaii Wealth Management, LLC in Appleton, WI. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Prior to joining Avaii in 2018, he worked for Northwestern Mutual in various roles from 2007 to 2018. Outside of advisory work, he manages Doule Noted, LLC, which handles rent payments for office space he owns. Avaii Wealth Management is an SEC-registered firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm combines financial planning with portfolio management, using a blend of active and passive investments as well as third-party managers, while offering additional services such as in-house tax preparation.

David Jensen is a CFP® with 19 years of industry experience, currently serving at Avaii Wealth Management, LLC since 2023. Prior to this, he spent 16 years with Thrivent Financial For Lutherans and Thrivent Investment Management. Outside of advisory roles, he is the owner of Lefty Properties, LLC, a company involved in managing commercial real estate rental activities. Avaii Wealth Management is an SEC-registered advisory firm that serves individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $603 million across nearly 1,000 client relationships and combines financial planning with portfolio management using a mix of active and passive investments, including mutual funds, ETFs, equities, and fixed income.

William Fenili is a financial advisor with Avaii Wealth Management, LLC in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and Banc One Securities Corporation. Outside of advisory work, he has been involved with Shady Oaks Mobile Home Park, LLC for over ten years. Avaii Wealth Management serves individuals, families, trusts, charitable organizations, businesses, and retirement plans, managing approximately $603 million across nearly 1,000 client relationships. The firm combines financial planning with portfolio management using a mix of active and passive investments, operates as a fiduciary, and offers additional services including in-house tax preparation and insurance product sales.

Mark Nelessen is a financial advisor at Avaii Wealth Management, LLC in Appleton, WI, with four years of industry experience. He holds a Series 65 designation and has worked at Avaii Wealth Management since 2021. Outside of advisory work, he is a sales representative for Array Energy and also works as an independent insurance agent. Avaii Wealth Management is an SEC-registered firm serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages approximately $603 million across nearly 1,000 client relationships and combines financial planning with portfolio management using a variety of investment strategies.