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Sue Ellen Stephenson

ENDOWMENT WEALTH MANAGEMENT, INC.·APPLETON, Wisconsin
Unclaimed Profile
W6272 COMMUNICATION COURT, APPLETON, WI 54914-8531CRD# 6797082Firm CRD# 108652
01

About

Sue Ellen Stephenson 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ENDOWMENT WEALTH MANAGEMENT, INC.
ENDOWMENT WEALTH MANAGEMENT, INC.
AUM
$354M
Regulatory assets under management
Employees
12
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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6797082
Firm CRD# 108652
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sue Ellen Stephenson offer?
Sue Ellen Stephenson specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in APPLETON, Wisconsin for a consultation.
What are Sue Ellen Stephenson's credentials?
Sue Ellen Stephenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sue Ellen Stephenson located?
Sue Ellen Stephenson 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 Sue Ellen Stephenson charge for services?
Sue Ellen Stephenson'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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Other Advisors at ENDOWMENT WEALTH MANAGEMENT, INC.

Wendy Stephenson Orth
APPLETON, WI
Larry Lee Rice
APPLETON, WI
Timothy Joseph Landolt
APPLETON, WI
Todd Charles Thiel
APPLETON, WI
Nancy Eileen Rice
APPLETON, WI
Paul Othmar Gehl
APPLETON, WI

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