Benjamin Luke Baker
Director Of Tax Planning And StrategyAvaii Wealth Management, LLCCRD 8202026
About Benjamin Luke Baker
Benjamin Luke Baker is listed as Director Of Tax Planning And Strategy at Avaii Wealth Management, LLC in Appleton, WI. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Avaii Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Benjamin Luke Baker work?
Benjamin Luke Baker is listed as Director Of Tax Planning And Strategy at Avaii Wealth Management, LLC on SEC Form ADV.
How much of Avaii Wealth Management, LLC does Benjamin Luke Baker own?
Form ADV reports a beneficial ownership band of 5-10%.
Avaii Wealth Management, LLC
| Title | Director Of Tax Planning And Strategy |
| Ownership | 5-10% |
| Control person | No |
| Since | 2025 |