Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Anthony Nelessen is an investment advisor representative with Avaii Wealth Management, LLC. Mark Anthony Nelessen is registered with the state of Wisconsin and Texas. Mark Anthony Nelessen has been in the industry since 2021. Mark Anthony Nelessen is a licensed insurance agent and works as a sales representative for Array Energy. Mark Anthony Nelessen's primary focus is providing financial planning and portfolio management services to individuals and families. Mark Anthony Nelessen also offers tax planning and preparation services.
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
01/01/2025 - Present
Avaii Wealth Management, LLC (APPLETON WI)
IA
Issued 12/10/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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