Joseph Maestas (CRD# 7742238) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has 1 year of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Avaii Wealth Management, LLC | Appleton, WI | May 2023 - Current | 1 |
Dwc - The 401(k) Experts | St. Paul, MN | Aug 2022 - May 2023 | < 1 |
Futureplan By Ascensus | Dresher, PA | Oct 2021 - Aug 2022 | < 1 |
Dwc - The 401(k) Experts | St. Paul, MN | Aug 2018 - Oct 2021 | 3 |
Qualified Pension Services, Inc. | Littleton, CO | Jul 2014 - Aug 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- WI
-
Total Assets Under Management410MILLIONS
-
Total Number of Accounts2,243ACCOUNTS
-
Average Account Value$182,618
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CO, FL, IL, MI, MN, NH, TN, TX, WI
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