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
| Title | Member / Wealth Management Advisor |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2020 |