Unclaimed Profile

Larry Lee Rice

ENDOWMENT WEALTH MANAGEMENT, INC.·APPLETON, Wisconsin

Clean recordENDOWMENT WEALTH MANAGEMENT, INC.

W6272 COMMUNICATION COURT, APPLETON, WI 54914-8531CRD# 6797064Firm CRD# 108652

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Larry Lee Rice · APPLETON, WI

Registration

CRD #6797064 · ENDOWMENT WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Larry Lee Rice is a registered financial advisor based in APPLETON, Wisconsin, affiliated with ENDOWMENT WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ENDOWMENT WEALTH MANAGEMENT, INC.

AUM

$354M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ENDOWMENT WEALTH MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6797064

Firm CRD# 108652

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Larry Lee Rice offer?

Larry Lee Rice specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in APPLETON, Wisconsin for a consultation.

What are Larry Lee Rice's credentials?

Larry Lee Rice is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Larry Lee Rice located?

Larry Lee Rice is based in APPLETON, Wisconsin, working with ENDOWMENT WEALTH MANAGEMENT, INC.. Their office serves clients in the APPLETON metropolitan area and surrounding communities.

How does Larry Lee Rice charge for services?

Larry Lee Rice's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENDOWMENT WEALTH MANAGEMENT, INC.?

ENDOWMENT WEALTH MANAGEMENT, INC. has approximately 12 employees and manages $354M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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