Timothy Landolt, MBA
CRD Number: 1503180Current Firm: Endowment Wealth Management, Inc.
Compensation Model: Fee Only
Timothy Landolt is the Director of Institutional Services for Endowment Wealth Management, Inc. (EWM) in Appleton, WI. EWM provides investment advisory services to three major client groups: individuals & families (including trusts), endowments & foundations, and retirement plans. The wealth management firm is structured as a multi-family office and provides high-net-worth clients with a wide range of personal and business-related fee-based professional wealth management services. Endowment Wealth Management® is a fee-based independent fiduciary providing all of its client's advice based upon implementing its 3-dimensional Endowment Investment Philosophy®, which is similar to what is used by most major Universities, Foundations, and Institutional Investors.
Timothy J. Landolt is also managing director of ETF Model Solutions, LLC ("ETFMS"), an affiliate of EWM. ETFMS is an independent ETF strategist that provides advisory and investment management services to retirement plans, financial advisors, and institutions within the concept of the Endowment Investment Philosophy®. Through its Embark-Invest.com website, the Firm provides investment advisory services based on its 3-dimensional Endowment Investment Philosophy® directly to individuals through a digital interface, including mobile access. Learn more at www.Embark-Invest.com.
Endowment Wealth Management, Inc. and ETF Model Solutions, LLC are co-creators of the Endowment Index® calculated by NasdaqOMX®.
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 |
| Endowment Wealth Management, Inc. | Appleton,, WI | Feb 2014 - Current | 10 |
| Etf Model Solutions, LLC | Appleton, WI | Feb 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1986 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2007 |
- 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
The content provided in this profile or any posts are for informational purposes only and should not be considered by anyone as personalized investment or tax advice. Content is neither an offer nor a solicitation to buy and/or sell securities nor is it an offer to provide, nor shall it be construed to be the provision of, investment advice. All investments involve risk and investors should carefully consider the risks and costs before making any investment. Investors should consult with a professional investment adviser before making any investment.
Third party posts found on this site do not reflect the views of EWM or ETFMS and have not been reviewed for completeness or accuracy. EWM &ETFMS are registered investment advisers located in Appleton, WI. The Firms and their representatives are in compliance with the current registration filing requirements imposed upon RIAs. Content and posts on this web site is limited to the dissemination of general information pertaining to Firms' services. Accordingly, content herein should not be construed by any consumer and/or prospective client as a 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 websites at www.EndowmentWM.com and www.ETFModelSolutions.com.
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