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Timothy Joseph Landolt

ENDOWMENT WEALTH MANAGEMENT, INC.·APPLETON, Wisconsin
Unclaimed Profile
2200 NORTH RICHMOND STREET, APPLETON, WI 54911CRD# 1503180Firm CRD# 108652
01

About

Timothy Joseph Landolt 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# 1503180
Firm CRD# 108652
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other Advisors at ENDOWMENT WEALTH MANAGEMENT, INC.

Wendy Stephenson Orth
APPLETON, WI
Larry Lee Rice
APPLETON, WI
Todd Charles Thiel
APPLETON, WI
Nancy Eileen Rice
APPLETON, WI
Paul Othmar Gehl
APPLETON, WI
Prateek Nmn Mehrotra
APPLETON, WI

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