Unclaimed
John David Weninger is a wealth advisor with Endowment Wealth Management, Inc. and ETF Model Solutions, LLC. John David Weninger is a CERTIFIED FINANCIAL PLANNER™ professional. John David Weninger has been in the industry since 2011 and has experience in financial planning and investment advisory. John David Weninger is registered in 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.
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2
WI
12/08/2017 - Present
Endowment Wealth Management, Inc. (APPLETON WI)
WI
06/27/2011 - 09/27/2013
ING FINANCIAL PARTNERS, INC. (GREEN BAY WI)
BOTH
Issued 06/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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