Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charity? Claim Your ProfileCharity Lynn Schiltz is a registered investment advisor representative with Avaii Wealth Management, LLC. Charity has been in the financial services industry for over 16 years. Charity holds multiple licenses including Series 6, 7, 63, 65, 24 and 53. Charity is an experienced financial advisor with a focus on providing financial planning, tax planning, and portfolio management for both individuals and businesses. Charity is dedicated to helping clients achieve their financial goals and strives to provide personalized service and guidance to meet their specific needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Tax planning / preparation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
09/05/2023 - Present
Avaii Wealth Management, LLC (APPLETON WI)
WI
10/28/2019 - 09/07/2023
THRIVENT INVESTMENT MANAGEMENT INC. (GREENVILLE WI)
WI
10/12/2006 - 05/10/2019
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
IA
Issued 07/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/06/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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