Unclaimed Profile

Timothy Joseph Landolt

ENDOWMENT WEALTH MANAGEMENT, INC.·APPLETON, Wisconsin

Series 7, Series 63, Series 65Clean record19 years registeredENDOWMENT WEALTH MANAGEMENT, INC.

2200 NORTH RICHMOND STREET, APPLETON, WI 54911CRD# 1503180Firm CRD# 108652

Profile Verification

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

Identity

Timothy Joseph Landolt · APPLETON, WI

Registration

CRD #1503180 · ENDOWMENT WEALTH MANAGEMENT, INC. · 19 years registered

Brand Profile

Not yet started

Career History

ETF MODEL SOLUTIONS, LLC

Jul 2014 – present

ENDOWMENT WEALTH MANAGEMENT, INC.

May 2014 – present

SUMNICHT & ASSOCIATES, LLC

Jun 2007 – Feb 2014

APPLETON, WI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 22, 2007

Years registered · 19

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 Timothy Joseph Landolt offer?

Timothy Joseph Landolt specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in APPLETON, Wisconsin for a consultation.

What are Timothy Joseph Landolt's credentials?

Timothy Joseph Landolt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Joseph Landolt located?

Timothy Joseph Landolt 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 Timothy Joseph Landolt charge for services?

Timothy Joseph Landolt'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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