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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Landolt is a registered investment advisor representative with Endowment Wealth Management, Inc. and ETF Model Solutions, LLC. Timothy has been in the financial services industry since 1986. Timothy has a Series 7, Series 63 and Series 65 license. Timothy has worked with clients of various types, including high-net-worth individuals, pooled investment vehicles, and individuals other than high-net-worth. Timothy specializes in investment advisory services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and pooled investment vehicles.
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
05/02/2014 - Present
Endowment Wealth Management, Inc. (APPLETON WI)
IL
07/17/1998 - 08/02/1999
LANDOLT SECURITIES, INC. (LAKE BLUFF IL)
MA
08/06/1990 - 12/21/1994
WILLIAM O'NEIL & COMPANY, INCORPORATED (BOSTON MA)
IL
07/23/1986 - 07/03/1990
HOWE BARNES INVESTMENTS, INC. (CHICAGO IL)
IA
Issued 06/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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