Robert Riedl, CPA®, CFP®, AWMA®
CRD Number: 1109543Current 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.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Alternative Investment Management LLC | Appleton, WI | Jun 2021 - Current | 2 |
| Etf Model Solutions, LLC | Appleton, WI | May 2013 - Current | 10 |
| Endowment Wealth Management, Inc. | Appleton, WI | Feb 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2003 |
- IL
- SC
- TX
- WI
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Total Assets Under Management354MILLIONS
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Total Number of Accounts2,076ACCOUNTS
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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
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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