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Robert Louis Riedl

Endowment Wealth Management, Inc.

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About Robert Louis Riedl

Robert Louis Riedl is a financial advisor registered in Illinois, South Carolina, Texas and Wisconsin. He holds a Series 65 license. Robert is a Certified Financial Planner and works at Endowment Wealth Management, Inc. and ETF Model Solutions, LLC. Robert has been with Endowment Wealth Management, Inc. since February of 2013. Robert is a member of the investment committee at Endowment Wealth Management, Inc. and ETF Model Solutions, LLC. He is also a shareholder, board member and president of Endowment Wealth Management, Inc.. Robert's experience spans 10 years.

Firm Information

Robert Riedl is currently registered with Endowment Wealth Management, Inc.. Endowment Wealth Management, Inc. is an investment advisor registered with the SEC headquartered in APPLETON, WI. The firm advises high-net-worth individuals, individuals other than high-net-worth, and pooled investment vehicles. They provide financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and pooled investment vehicles. The firm manages approximately $354,467,316 in regulatory assets.
Endowment Wealth Management, Inc.

W6272 COMMUNICATION COURT

APPLETON, WI 54914-8531

$354.47M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting services

Advisory consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Riedl’s Registration & Firm History

WI

03/13/2013 - Present

Endowment Wealth Management, Inc. (APPLETON WI)

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Licenses & Designations

IA

Issued 05/19/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Louis Riedl.
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