Robert  Riedl

Robert Riedl

CFP®, CPA, AWMA

Robert is a Financial Advisor who helps clients achieve financial independence, build, manage, and preserve wealth and manage investments.

  • About Robert
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Director of Wealth Management at Endowment Wealth Management, Inc.
Address
11414 W Park Place Suite 202
Milwaukee WI, 53224
2200 North Richmond Street Suite 200
Appleton WI, 54911
Phone
(414) 716-6343
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About Robert

EWM is a Multi-Family Office that serves as an independent fee-based fiduciary adviser to clients throughout the USA .

If your most valued asset is your family and you are looking for a firm to trust with their future financial needs and your family legacy, then you should learn about Endowment Wealth Management's™ fee-based advice, our Endowment Investment Philosophy™ and our Endowment Index™ calculated by NASDAQ OMX..

Our mission is to provide professional wealth management services that will sustain Multi-Generational Wealth, Unity and Legacy.

Endowment Wealth Management achieves their mission through the utilization of a Multi-fa...

Education

  • BSBA, Double majored in accounting & finance, Marquette University
  • CFP & AWMA, Financial Planning, College of Financial Planning, (Denver, Colorado)

Certifications

Registrations
Designations
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Insurance License
  • WI: #664748

Tips from Robert

Robert 's videos

  • The difference between Stock Brokers and Fiduciaries
  • Welcome to Endowment Wealth Management
  • Endowment Wealth Management Introductory Video

Robert in the news

Typical Clients & Fee Structure

Typical Clients

Doctors/physicians
Executives
Women

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.

Disclaimer

IMPORTANT DISCLOSURES

The information presented by Endowment Wealth Management, Inc. is not specific to any individual's personal circumstances and should not be taken as a firm recommendation.

To the extent that this material concerns tax matters, it is not intended...