Unclaimed Profile

Robert Louis Riedl

ENDOWMENT WEALTH MANAGEMENT, INC.·APPLETON, Wisconsin

Series 65Clean record23 years registeredENDOWMENT WEALTH MANAGEMENT, INC.

W6272 COMMUNICATION COURT, APPLETON, WI 54914-8531CRD# 1109543Firm CRD# 108652

Profile Verification

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

Identity

Robert Louis Riedl · APPLETON, WI

Registration

CRD #1109543 · ENDOWMENT WEALTH MANAGEMENT, INC. · 23 years registered

Brand Profile

Not yet started

Career History

ETF MODEL SOLUTIONS, LLC

Nov 2013 – present

ENDOWMENT WEALTH MANAGEMENT, INC.

Mar 2013 – present

ISECTORS, LLC

May 2012 – Feb 2013

APPLETON, WI

SUMNICHT & ASSOCIATES, LLC

May 2003 – Feb 2013

APPLETON, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 20, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENDOWMENT WEALTH MANAGEMENT, INC.

CRD 108652 · SEC 801-112413

AUM

$354M

Regulatory assets under management

Employees

2,076 client accounts

Services offered by ENDOWMENT WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ENDOWMENT WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Louis Riedl offer?

Robert Louis Riedl specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in APPLETON, Wisconsin for a consultation.

What are Robert Louis Riedl's credentials?

Robert Louis Riedl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Louis Riedl located?

Robert Louis Riedl 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 Robert Louis Riedl charge for services?

Robert Louis Riedl'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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