Samuel Moore (CRD# 7001995) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has over 7 years of experience in the finance industry. Samuel Moore has taken additional exams to become a Certified Financial Planner (CFP®). 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 put clients' interests first and comply with the Financial Planning Practice Standards.
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, Inc. | Appleton, WI | Dec 2016 - Current | 7 |
| Etf Model Solutions, LLC | Appleton, WI | Dec 2016 - Current | 7 |
| University Of Wisconsin-madison | Madison, WI | Jan 2017 - May 2018 | 1 |
| University Of Wisconsin-madison | Madison, WI | Sep 2014 - May 2018 | 3 |
| Accu-com | Oshkosh, WI | Jun 2011 - Aug 2016 | 5 |
| Oshkosh School District | Oshkosh, WI | Aug 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- 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
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