Endowment Wealth Management, Inc.

Samuel Moore is a CFP®-credentialed financial advisor with Endowment Wealth Management, Inc. in Appleton, WI, bringing seven years of industry experience. He has held roles at Endowment Wealth Management and its affiliated firm ETF Model Solutions, LLC since 2016, and previously worked at Accu-com and the University of Wisconsin-Madison. Endowment Wealth Management serves individuals, high-net-worth clients, public charities, trusts, and institutional accounts with financial planning, portfolio management, retirement consulting, and alternative investment advisory services. The firm employs a long-term “3D Endowment Investment Philosophy” blending ETFs, separately managed accounts, and private investments, and offers specialized services including fund administration and participant-level advice through affiliated entities.

John Weninger is a Certified Financial Planner® with 14 years of industry experience. He is a wealth advisor at Endowment Wealth Management, Inc. and also serves as an adviser with ETF Model Solutions, LLC, both based in Appleton, WI. Prior to joining Endowment Wealth Management and ETF Model Solutions in 2017, he worked at Vision Wealth Partners from 2013 to 2017. Endowment Wealth Management provides financial planning, portfolio management, retirement plan consulting, and alternative investment advisory services to individuals, high-net-worth clients, public charities, trusts, and institutional accounts. The firm employs a strategic, long-term investment philosophy that integrates liquid ETFs and mutual funds, separately managed accounts, and allocations to alternative and private investments.

Michael Rottier is a CFP® and holds a Series 65 license with three years of experience in financial advising at Endowment Wealth Management, Inc. He previously worked in various roles including positions at Karcz Utility Services, KI, the University of Wisconsin-La Crosse, Bay Motel and Family Restaurant, and Ashwaubenon School District. Rottier also serves as an analyst with ETF Model Solutions, LLC, an affiliated firm. Endowment Wealth Management provides financial planning, portfolio management, retirement plan consulting, and alternative investment advisory services to individuals, high-net-worth clients, public charities, trusts, and institutional accounts. The firm employs a strategic, long-term investment philosophy that combines liquid ETFs, mutual funds, separately managed accounts, and private investments, and offers services including family office support and advisory consulting tailored to client objectives.

Evan Kubiak is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently a Wealth Analyst at Endowment Wealth Management, Inc. in Appleton, WI. Prior to joining Endowment Wealth Management, he held positions at Northwestern Mutual and has experience working with local organizations including Meridian Hills Country Club and youth sports associations. Endowment Wealth Management provides financial planning, portfolio management, retirement plan consulting, and alternative investment advisory services to individuals, high-net-worth clients, public charities, trusts, and institutional accounts. The firm employs a strategic, long-term investment philosophy that integrates liquid ETFs, separately managed accounts, and alternative private investments, and offers specialized services including family office support and participant-level advice.

Robert Riedl is a CFP® with 22 years of industry experience, currently serving as Director of Wealth Management at Endowment Wealth Management, Inc. in Appleton, WI. He is also President and Chief Compliance Officer at the firm and holds leadership roles at affiliated entities including ETF Model Solutions, LLC and Global Alternative Investment Management LLC. His prior experience includes work at these affiliated firms, which share common ownership and headquarters. Endowment Wealth Management provides financial planning, portfolio management, retirement plan consulting, and alternative investment advisory services to individuals, high-net-worth clients, public charities, trusts, and institutions. The firm follows a long-term “3D Endowment Investment Philosophy” that integrates liquid ETFs and mutual funds, separately managed accounts, and significant allocations to alternative and private investments.

Timothy Landolt is a financial advisor with Endowment Wealth Management, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He serves as Director of Institutional Services at Endowment Wealth Management and is also Managing Director at ETF Model Solutions, LLC, as well as Chief Operating Officer at Global Alternative Investment Management LLC. Endowment Wealth Management provides financial planning, portfolio management, retirement plan consulting, and alternative investment advisory services to individuals, high-net-worth clients, public charities, trusts, and institutional accounts. The firm follows a strategic, long-term investment philosophy that integrates liquid ETFs, separately managed accounts, and alternative investments, and it serves as adviser and sponsor for pooled private vehicles through affiliated entities.

Daniel Fox is a financial advisor with Endowment Wealth Management, Inc. in Appleton, WI, holding a Series 65 credential and 11 years of industry experience. He is also the managing member and principal of Fox Financial Group, a financial consulting firm serving private, closely held businesses. Endowment Wealth Management provides financial planning, portfolio management, retirement plan consulting, and alternative investment advisory services to individuals, high-net-worth clients, public charities, trusts, and institutional accounts. The firm employs a strategic, long-term investment philosophy that includes allocations to ETFs, mutual funds, separately managed accounts, and alternative investments such as private equity and private credit.