Carl Allen Valimont
Investment adviser representative at Denali Wealth Management, Inc.
16 yearsExperience
1 stateRegistered in
$226.1MFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Denali Wealth Management, Inc.Apr 2010 to now
- Purshe Kaplan SterlingApr 2010 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (WI).
Denali Wealth Management, Inc.
$226.1MAssets managed
243Clients
4Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4570934
- Firm CRD
- 153323