Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
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...
Prateek Mehrotra (CRD# 4618007) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has over 15 years of experience in the finance industry.
Donald Swain (CRD# 5619107) is an Investment Advisor Representative working at Professional Financial Management, Inc. in Little Chute, WI and has over 10 years of experience in the finance industry.
As Partner and Chief Investment Officer, Donald designs, evaluates, and directs all aspects of the firm’s investment programs, while incorporating risk management, diversification, and return optimization. He monitors the debt and equity markets, focusing on valuations, trends, and macroeconomic indicators. He also oversees the research, evaluation, and selection of investment vehicles and makes...
Timothy Landolt 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 clients advice based upon the implementation...