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Robert Riedl

Advisor Details

Financial Advisor in Appleton, Wisconsin with 44 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 SEC Form ADV

Firm SEC Form CRS

Total Assets Under Management

$265000000

Firm SEC/CRD #

108652

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Firm Logo

Resume

Education

Marquette University
BS is Accounting & Finance
Duration: 1976 - 1980

License(s)

Series 65

Advisor SEC/CRD #

1109543

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Are you a Fiduciary?

Yes

Do you receive any commissions or fees based upon financial products that you provide to your clients?

No

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.

Honors/Awards

Investopedia Top 100 Advisors 2019

Best of Thervo 2018

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.

Investment Philosophy

Our firm implements the 3-D Endowment Investment Philosophy which is utilized by most University Endowments.  To learn more about its benefits visit our web page at www.EndowmentWM.com and go to Our Solutions tab.

Contact:

W6272 Communication Court
Appleton, Wisconsin 54914

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