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Mark David Truettner

Member / Wealth Management AdvisorAvaii Wealth Management, LLCCRD 5851829

About Mark David Truettner

Mark David Truettner is listed as Member / Wealth Management Advisor at Avaii Wealth Management, LLC in Appleton, WI. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Avaii Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Mark David Truettner work?

Mark David Truettner is listed as Member / Wealth Management Advisor at Avaii Wealth Management, LLC on SEC Form ADV.

How much of Avaii Wealth Management, LLC does Mark David Truettner own?

Form ADV reports a beneficial ownership band of 10-25%.

Avaii Wealth Management, LLC

TitleMember / Wealth Management Advisor
Ownership10-25%
Control personYes
Since2020
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