Robert Riedl, CPA®, CFP®, AWMA® , financial advisor Appleton WI

Robert Riedl, CPA®, CFP®, AWMA®

CRD Number: 1109543
Current Firm: Endowment Wealth Management, Inc.
Compensation Model: Fee Only

Robert Riedl, CPA, CFP, AWMA (CRD# 1109543) is the Director of Wealth Management at Endowment Wealth Management, Inc. a Multi-Family Office serving clients throughout the USA.  Rob has over 35 years of experience in the finance industry serving the needs of clients like you. Robert Riedl has taken additional exams to become a Certified Public Accountant (CPA), Certified Financial Planner (CFP®) and Accredited Wealth Management Advisor (AWMA®).  CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

 

Endowment Wealth Management, Inc is a Registered Investment Adviser (RIA) serving as a independent fee-based fiduciary adviser that provides Multi-Family Office professional services.  Our professional team serves a wide range of family wealth clients throughtout the United States. 

Please visit www.EndowmentWM.com to learn more about our 3-D Endowment Investment Philosophy, our Endowment Index® calculated by NASDAQ OMX®, our experienced professional team and our integrated wealth portal & secured vault (watch the videos and download our app under the "Become a Client" tab). 

 

Call 920-785-6010 or send an email to [email protected] today to arrange for your free consultation with one of our fee-based fiduciary advisers.

CONTACT
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Professional Designations
Company Name Location Dates Years
Endowment Wealth Management, Inc. (Multi-Family Office) Appleton, WI Feb 2013 - Current 7
ETF Model Solutions, LLC (Sister Company) Appleton, WI Jan 2013 - Current 7
Sumnicht & Associates, LLC Appleton, WI Sep 1995 - Dec 2012 17
Craftsmen Industries, LLC Appleton, WI Aug 1995 - Mar 2002 6
Fox Valley Spring, Inc. Greenville, WI Jul 1989 - Aug 1995 6
Oak-Bay, Inc - Division of the Grafton Group Toronto, Canada Appleton, WI Nov 1982 - Jul 1989 6
Arthur Andersen CPA Milwaukee, WI Jan 1979 - Oct 1982 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2003
Contact Info for Robert L. Riedl, CPA®, CFP®, AWMA®
Phone Number: 920-785-6010
Advisor Website: http://www.EndowmentWM.com
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    179
    MILLIONS
  • Total Number of Accounts
    584
    ACCOUNTS
  • Average Account Value
    $306,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, TX, WI

Firm Disclaimer:

DISCLOSURES: Content provided for informational purposes only and is not intended as personalized investment or tax advice.  Third party posts are found in this profile do not reflect the views of Endowment Wealth Management ("EWM")and have not been reviewed for completeness or accuracy. EWM is a registered investment adviser located in Appleton, WI. EWM and its representatives are in compliance with the current registration filing requirements imposed upon state registered investment advisers. EWM's activity on this web site is limited to the dissemination of general information pertaining to its services. Accordingly, content herein should not be construed by any consumer and/or prospective client as EWM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. For a more complete disclosure, visit our website at www.EndowmentWM.com.

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