Mark David Truettner
Investment adviser representative at Avaii Wealth Management, LLC
9 yearsExperience
1 stateRegistered in
$602.8MFirm assets
8 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Avaii Wealth Management, LLCSep 2018 to now
- Private Client Services, LLCSep 2018 to Feb 2019
- Northwestern Mutual Wealth Management CompanyJan 2016 to Sep 2018
- Northwestern Mutual Investment Services, LLCMar 2011 to Sep 2018
- Northwestern Mutual Life Insurance CompanyOct 2010 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- 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
- 5851829
- Firm CRD
- 298165