Financial Advisor in Appleton, Wisconsin with 43 Year(s) of Experience
Professional Designations
Certified Financial Planner (CFP) - 6067
Certified Public Accountant (CPA)
Personal Bio
Endowment Wealth Management is an SEC Registered Investment Adviser (RIA) that provides "Fee-Only Fiduciary Advice" wealth management services to clients throughout the United States. If you are looking for an independent professional team that works together to provide a comprehensive family wealth plan that incorporates retirement, investment, risk, estate, and wealth planning expertise please contact me and arrange a time for your "free wealth consultation".
To learn more about our firm, professional team and Endowment Investment Philosophy® please visit www.EndowmentWM.com
Personal Introductory Video
Firm Name
Endowment Wealth Management, Inc. (A Multi-Family Office)
Firm Bio
Our firm is an SEC Registered Investment Adviser (RIA) that is structured as a Multi-Family Office. Our professional team works together to provide 'Fee-Only Fiduciary' advice to clients throughout the United States. We currently have 5 offices located in WI (Milwaukee, Madison, Appleton, & Green Bay) and IL (Chicago).
We specialize in implementing the 3-D Endowment Investment Philosophy which is utilized by most major University Endowments to manage their portfolio.
Advisor Type
RIA - Robert Riedl
Firm License #
108652
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Resume
Education
Marquette UniversityBS is Accounting & Finance
Duration: 1976 - 1980
License(s)
Series 65
Advisor License #
1109543
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Methods of Compensation
Fee-Only
Specialties
Preferred Client Type
Membership Associations
Financial Planning Association (FPA)
National Association of Personal Financial Advisors (NAPFA)
Personal Blog
Activities/Hobbies
Gardening, Golf, Investing, Travelling, Walking
Volunteer Experience
I spent years being a coach for my three children’s soccer teams and truly enjoy all their extra curricular school activities. I was also the Chairman and multi-year member of our church’s Finance Committee.
Disclaimer
All investments involve risk and potential loss of capital and, unless otherwise stated, are not insured or guaranteed. Interests in any alternative investment vehicle are offered only pursuant to the terms of a Confidential Private Placement Memorandum (the “Memorandum”), which is furnished only to qualified investors on a confidential basis for their consideration in connection with the private offering of limited partnership interests. For additional information on this risks of alternative investments, please visit our website. EWM and its affiliates do not accept investment instructions by e-mail or via telephone voice mail. Clients wishing to effect transactions, or requesting more information, should contact their EWM advisor. Any tax advice included in this written or electronic communication was not intended or written to be used, and it cannot be used by the taxpayer, for the purpose of avoiding any penalties that may be imposed on the taxpayer by any governmental taxing authority or agency.
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Robert Riedl CFP, CPA
FIDUCIARY
Position: President and CEO
Category: Tax & Accounting
Inception of Business: 1980