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Avaii Wealth Management

  • Insurance
2101 N Caslaoma Dr
Appleton, WI 54913
(920) 214-1212
https://www.avaii.com/our-team
Hours:
Monday - Thursday open from 8am - 4:30p
Friday - By appt only
Or by appointment outside of hours

About Us

As a local Registered Investment Advisory firm, we are called to help our clients and serve them in their best interest. We focus on personalized, strategic financial planning practices that puts the… read more

  • About

    As a local Registered Investment Advisory firm, we are called to help our clients and serve them in their best interest. We focus on personalized, strategic financial planning practices that puts the CLIENT first with goal development, financial guidance and overall planning tools.

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  • Whom to Contact

    • David R Jensen
      CERTIFIED FINANCIAL PLANNER
      2101 N Casaloma Dr
      Appleton, WI 54913
      Phone: (920) 214-1212
      Send an Email

  • Directions

    Off Hyw 15, to the south, located just past the T-Rats stadium on west side of the road

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