Charity Lynn Schiltz
Investment adviser representative at Avaii Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
$602.8MFirm assets
8 yearsFirm in business
Are you Charity Lynn Schiltz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Avaii Wealth Management, LLCSep 2023 to now
- Dave Jensen - ThriventOct 2019 to Sep 2023
- Thrivent Investment Management IncOct 2019 to Sep 2023
- UnemployedMay 2019 to Oct 2019
- Thrivent Investment Management IncJan 2011 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (WI).
Avaii Wealth Management, LLC
$602.8MAssets managed
995Clients
11Advisers
8 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
- 5228420
- Firm CRD
- 298165