Endowment Wealth Management, Inc.

Benjamin Gilkay is a financial advisor at Endowment Wealth Management, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Endowment Wealth Management, he worked at College Works Painting, Inc. and has experience with various roles during his studies at the University of Wisconsin-Madison. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by providing financial planning, portfolio management, retirement consulting, alternative investment advisory, private fund management, and family office services. The firm follows an endowment investment philosophy that segments assets into growth, income, and risk-managed categories and utilizes a range of investment vehicles including ETFs, separate account managers, model portfolios, and private placements.

Samuel Moore is a Certified Financial Planner® with eight years of industry experience, currently serving as a wealth advisor at Endowment Wealth Management, Inc. in Appleton, WI. He has held advisory roles at both Endowment Wealth Management and ETF Model Solutions, LLC since 2016. Moore's early career includes work at the University of Wisconsin-Madison. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by providing financial planning, portfolio management, retirement plan consulting, and family office services. The firm follows an endowment-style investment philosophy that allocates assets into growth, income, and risk-managed buckets using ETFs, separate account managers, and private placements.

John Weninger is a Certified Financial Planner (CFP®) and holds a Series 66 license with 15 years of industry experience. He currently serves as a Wealth Advisor at Endowment Wealth Management, Inc. and as an Adviser with ETF Model Solutions, LLC, both based in Appleton, WI, where he has worked since 2017. Prior to this, he was with Vision Wealth Partners from 2013 to 2017. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients, offering financial planning, portfolio management, retirement consulting, alternative investment advisory, and family office services. The firm uses an endowment investment philosophy to allocate assets across growth, income, and risk-managed categories, implementing strategies through ETFs, separate account managers, model portfolios, and private placements.

Michael Rottier is a CFP® and Series 65 credentialed advisor with Endowment Wealth Management, Inc. in Appleton, WI, where he has worked since 2021. He has three years of industry experience and has previously held positions at Karcz Utility Services, KI, and the University of Wisconsin-La Crosse. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by providing financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm uses an endowment investment philosophy that allocates assets into growth, income, and risk-managed buckets using ETFs, separate account managers, model portfolios, and private placements.

Kylie Coenen is a financial advisor at Endowment Wealth Management, Inc. in Appleton, WI, holding a Series 65 designation with six years of related experience across multiple roles, including positions at Endowment Wealth Management, Wisconsin Union, and Integrity Fiber. She has a background that includes work in education and organizational settings prior to joining the firm. Endowment Wealth Management serves individual investors, retirement plans, non-profits, and institutional clients by providing a range of services including financial planning, portfolio management, retirement consulting, alternative investment advisory, and family office services. The firm uses an Endowment Investment Philosophy that categorizes assets into growth, income, and risk-managed segments, with customized portfolios implemented through ETFs, separate accounts, and private placements.

Cole Fleischmann is a Series 65 licensed advisor with Endowment Wealth Management, Inc. in Appleton, WI, and has three years of industry experience. His prior roles include positions at Voyager Capital Management, LLC and Next Level Planning & Wealth Management. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients. The firm offers financial planning, portfolio management, retirement consulting, alternative investment advisory, private fund management, and family office services, employing an Endowment Investment Philosophy that emphasizes diversified asset allocation through ETFs, separate account managers, and private placements.

Evan Kubiak is a CFP® and Series 65-licensed advisor with three years of industry experience, currently serving as a wealth analyst at Endowment Wealth Management, Inc. He has worked at Endowment Wealth Management since 2021 and briefly with Northwestern Mutual in 2021. His prior work includes roles outside the financial services industry, such as positions with Meridian Hills Country Club and Butler University. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by providing financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm employs an Endowment Investment Philosophy, grouping assets into growth, income, and risk-managed buckets, and incorporates a range of investment vehicles including ETFs, separate accounts, model portfolios, and private placements.

Jamie Brown is a Senior Investment Officer at Endowment Wealth Management, Inc. with 13 years of industry experience. He holds the CFA® designation and Series 66 license. Prior to his current role, he worked at Thrivent Asset Management and is also a Senior Investment Officer at affiliated firms Global Alternative Investment Management LLC and ETF Model Solutions, LLC. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by providing services including financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm uses an Endowment Investment Philosophy that allocates assets across growth, income, and risk-managed buckets, implementing strategies through ETFs, separate account managers, model portfolios, and private placements.

Robert Riedl is a financial advisor at Endowment Wealth Management, Inc. in Appleton, WI, holding the CFP® designation and Series 65 license, with 23 years of industry experience. He serves as Director of Wealth Management and is also a shareholder and board member at the firm. In addition to his role at Endowment Wealth Management, he holds leadership positions at affiliated firms Global Alternative Investment Management LLC and ETF Model Solutions, LLC. Endowment Wealth Management serves individual investors, retirement plans, non-profits, and institutional clients with a range of services including financial planning, portfolio management, and private fund advisory. The firm applies an Endowment Investment Philosophy to allocate assets across growth, income, and risk-managed buckets, utilizing ETFs, separate accounts, and private placements.

Robert Riedl is a CFA® charterholder with 11 years of industry experience. He is currently with Endowment Wealth Management, Inc. in Charlotte, NC, where he has worked since 2026. His prior experience includes roles at KeyBanc Capital Markets Inc. and Wells Fargo Securities, LLC. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients by offering financial planning, portfolio management, retirement consulting, alternative investment advisory, private fund management, and family office services. The firm employs an endowment-style investment philosophy, combining traditional and alternative assets through varied investment vehicles tailored to client needs.

Timothy Landolt is a financial advisor with Endowment Wealth Management, Inc. in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has held leadership roles at Endowment Wealth Management since 2014 and is also involved with affiliated firms ETF Model Solutions, LLC and Global Alternative Investment Management LLC, where he serves in management and investment committee positions. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients, offering financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm follows an Endowment Investment Philosophy that segments assets into growth, income, and risk-managed buckets, implementing strategies through ETFs, separate accounts, model portfolios, and private placements.

Prateek Mehrotra is a CFA® charterholder with 23 years of industry experience. He serves as Chief Investment Officer at Endowment Wealth Management, Inc., where he is also a shareholder and board member. His prior experience includes roles at Global Alternative Investment Management LLC and ETF Model Solutions, LLC. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients, offering financial planning, portfolio management, retirement plan consulting, alternative investment advisory, private fund management, and family office services. The firm employs an Endowment Investment Philosophy that allocates assets across growth, income, and risk-managed categories using ETFs, separate accounts, model portfolios, and private placements.

Daniel Fox is a Series 65-licensed financial advisor with Endowment Wealth Management, Inc., bringing 12 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, where he dedicates most of his professional time. Endowment Wealth Management serves individual investors, retirement and pension plans, non-profits, and institutional clients with a range of services including financial planning, portfolio management, retirement plan consulting, alternative investment advisory, and family office services. The firm applies an endowment investment philosophy that categorizes assets into growth, income, and risk-managed buckets, implementing customized portfolios through various management structures and private placements.