Daniel Gerard Fox

Current Employers

Endowment Wealth Management, Inc.

W6272 Communication Court, Appleton, WI 54914-8531 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2014-08-28

WI RA
APPROVED

Since 2014-08-28

Branch Locations

W6272 Communication Court, Appleton, WI 54914-8531 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fox Financial Group	Appleton	WI	07/2010	Present
Endowment Wealth Management, Inc	Appleton	WI	07/2014	Present
Glk Foods, Llc	Appleton	WI	07/2020	Present

07/2010 → Present

Fox Financial Group

Appleton, WI
07/2014 → Present

Endowment Wealth Management, Inc

Appleton, WI
07/2020 → Present

Glk Foods, Llc

Appleton, WI

Other Businesses

7/2010 TO PRESENT: MANAGING MEMBER, PRINCIPAL, FOX FINANCIAL GROUP (FFG), W2605 ASPEN COURT, APPLETON, WI, 54915. FFG IS A FINANCIAL CONSULTING FIRM THAT PROVIDES ACCOUNTING AND FINANCIAL ADVISORY SERVICES TO PRIVATE, CLOSELY HELD BUSINESSES. MR. FOX DEVOTES 99% OF HIS PROFESSIONAL TIME TO HIS POSITION AT FOX FINANCIAL GROUP.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-01-06

S65 Uniform Investment Adviser Law Examination

2014-01-06

View on SEC IAPD

Current Employers

Endowment Wealth Management, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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