Kole Purtell
Investment adviser representative at Avaii Wealth Management, LLC
11 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
11 years in the industry.
- Avaii Wealth Management, LLCApr 2025 to now
- Northwestern Mutual Investment Services, LLCJan 2023 to Apr 2025
- Northwestern Mutual Life Insurance CompanyMay 2022 to Apr 2025
- Fresenius Medical CareNov 2019 to Apr 2022
- Armed Forces ArmyNov 2015 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
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
- 7536871
- Firm CRD
- 298165