Home
›
Firms
›
ENDOWMENT WEALTH MANAGEMENT, INC.
ENDOWMENT WEALTH MANAGEMENT, INC.
APPLETON, Wisconsin
·
10 registered advisors
·
CRD# 108652
SEC# 801-112413
5
920-785-6010
01
Firm Overview
AUM
$354M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at ENDOWMENT WEALTH MANAGEMENT, INC.
10 registered advisors
Larry Lee Rice
APPLETON, Wisconsin
CRD# 6797064
Nancy Eileen Rice
APPLETON, Wisconsin
CRD# 6797073
Paul Othmar Gehl
APPLETON, Wisconsin
CRD# 6797088
Prateek Nmn Mehrotra
APPLETON, Wisconsin
CRD# 4618007
Robert Louis Riedl
APPLETON, Wisconsin
CRD# 1109543
Roland Glen Stephenson
APPLETON, Wisconsin
CRD# 6797077
Sue Ellen Stephenson
APPLETON, Wisconsin
CRD# 6797082
Timothy Joseph Landolt
APPLETON, Wisconsin
CRD# 1503180
Todd Charles Thiel
APPLETON, Wisconsin
CRD# 2315886
Wendy Stephenson Orth
APPLETON, Wisconsin
CRD# 6446753
05
Office Locations
APPLETON, Wisconsin
10 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. ENDOWMENT WEALTH MANAGEMENT, INC. (CRD# 108652) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.