• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
CARL ALLEN VALIMONT
CRD#: 4570934
IA
Investment Adviser
DENALI WEALTH MANAGEMENT, INC.CRD#: 153323 1325 W TOWNE SQUARE ROAD
MEQUON, WI 53092-5047
Registration History
20002002200420062008201020122014201620182020202220242026IADENALI WEALTH MANAGEMENT, INC. (CRD# 153323)2010 - Present (14 years)IARBC CAPITAL MARKETS CORPORATION (CRD# 31194)2005 - 2010 (5 years)IAINVESTMENT ADVISORY SERVICES, LLC (CRD# 106016)2000 - 2004 (4 years)IARBC DAIN RAUSCHER INC. (CRD# 31194)2004 - 2004 (<1 year)
License(s)

State Registrations

IA
Wisconsin 4/1/2010

Current Registration(s)
IA
DENALI WEALTH MANAGEMENT, INC. (CRD#:153323)
1325 W TOWNE SQUARE ROAD, MEQUON, WI 53092-5047
Registered with this firm since 4/1/2010

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
02/28/2005 - 04/12/2010 RBC CAPITAL MARKETS CORPORATION (CRD#:31194) MILWAUKEE, WI
IA
03/07/2000 - 12/31/2004 INVESTMENT ADVISORY SERVICES, LLC (CRD#:106016) MILWAUKEE, WI
IA
11/11/2004 - 11/11/2004 RBC DAIN RAUSCHER INC. (CRD#:31194) MILWAUKEE, WI
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.