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Joel Thomas Blattner

Member / Director Of Investments / Chief Compliance OfficerAvaii Wealth Management, LLCCRD 5440787

About Joel Thomas Blattner

Joel Thomas Blattner is listed as Member / Director Of Investments / Chief Compliance Officer at Avaii Wealth Management, LLC in Appleton, WI. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Avaii Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joel Thomas Blattner work?

Joel Thomas Blattner is listed as Member / Director Of Investments / Chief Compliance Officer at Avaii Wealth Management, LLC on SEC Form ADV.

How much of Avaii Wealth Management, LLC does Joel Thomas Blattner own?

Form ADV reports a beneficial ownership band of Under 5%.

Avaii Wealth Management, LLC

TitleMember / Director Of Investments / Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2018
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