Michael Rottier (CRD# 7684214) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has 1 year of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Endowment Wealth Management | Appleton, WI | Jun 2022 - Current | 1 |
| University Of Wisconsin-la Crosse | La Crosse, WI | Sep 2018 - Jun 2022 | 3 |
| Endowment Wealth Management | Appleton, WI | May 2021 - Apr 2022 | < 1 |
| Karcz Utility Services | Pulaski, WI | May 2020 - Aug 2020 | < 1 |
| Ki | Green Bay, WI | Jun 2019 - Aug 2019 | < 1 |
| Ki | Green Bay, WI | Jun 2018 - Aug 2018 | < 1 |
| Ashwaubenon School District | Ashwaubenon, WI | Sep 2011 - Jun 2018 | 6 |
| Bay Motel And Family Restaurant | Green Bay, WI | Sep 2015 - Oct 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- WI
-
Total Assets Under Management354MILLIONS
-
Total Number of Accounts2,076ACCOUNTS
-
Average Account Value$170,745
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
FL, GA, IL, SC, TX, WI
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