Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Blattner is a registered representative with Private Client Services, LLC and an investment advisor representative with Avaii Wealth Management, LLC. Joel has been working in the financial services industry since 2007. Joel's professional licenses include Series 4, 7, 24, 52TO, 53, and 66. Joel provides financial planning and investment advice to individuals and families. Joel's specializations include investment advice, retirement planning and tax planning.
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
09/06/2018 - Present
Avaii Wealth Management, LLC (APPLETON WI)
WI
09/06/2018 - 09/01/2023
PRIVATE CLIENT SERVICES, LLC (APPLETON WI)
WI
05/13/2014 - 09/06/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (APPLETON WI)
WI
04/02/2012 - 04/22/2014
PACKERLAND BROKERAGE SERVICES, INC. (GREEN BAY WI)
WI
07/20/2010 - 04/02/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (APPLETON WI)
WI
02/07/2008 - 06/17/2010
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
11/16/2007 - 06/17/2010
SII INVESTMENTS, INC. (APPLETON WI)
BOTH
Issued 01/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2009
Series 4 - Registered Options Principal Examination
BC
Issued 02/27/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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