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.
Lpl Financial LLC
Northwestern Mutual Investment Services,llc
Advisors Management Group Inc.
|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|
Total Assets Under Management179MILLIONS
Total Number of Accounts584ACCOUNTS
Average Account Value$306,755
- 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
IL, TX, WI
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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