Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Gilkay is an investment advisor representative at Endowment Wealth Management, Inc. and ETF Model Solutions, LLC. Benjamin has been in the industry for over 10 years and holds the Series 65 license. Benjamin specializes in providing financial planning, pension consulting, and portfolio management services to individuals, families, and businesses. Benjamin has experience providing financial advice to high net worth individuals and families, as well as businesses. The firm works with a variety of clients, including high-net-worth individuals, pooled investment vehicles, corporations, and individuals other than high-net-worth. The firm's main office is located in Appleton, Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WI
01/03/2025 - Present
Endowment Wealth Management, Inc. (APPLETON WI)
Active
Inactive
Not sure Benjamin Gilkay is the right advisor for you? Invested Better is here to help.
