professional profile
Joel T Blattner, CFP
Overview
Joel T Blattner is an insurance agent and an investment adviser representative based in Appleton, WI, with 20 years in the industry.
- Years in the industry
- 20
- States licensed
- 2
- States registered
- 1
- Carrier appointments
- 4
Contact
2 business emails and 1 phone number on file
Registrations and licenses
- Licensed in 2 states
- Registered in 1 state
4 lines of authority, with every state and its dates
Firms
- Avaii Wealth Management, LLCCurrent firm
Employment history since 2008
Carriers
4 active carrier appointments
Book and practice
Firm assets under management on file
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