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Neil Robert Dinndorf

Enrich Financial Partners LLC

Madison, WI

CRD 4811032

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Employer firm

Enrich Financial Partners LLC CRD 111234

$557M regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Enrich Financial Partners Llc

6502 Grand Teton Plaza, Suite 201, Madison, WI 53719 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-06
WI RA APPROVED 2025-01-01
  • TX RA
    APPROVED
    Since 2025-02-06
  • WI RA
    APPROVED
    Since 2025-01-01

Branch Locations

6502 Grand Teton Plaza, Suite 201, Madison, WI 53719 • 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
OrganizationCityStateFromTo
Enrich Financial Partners Llc Madison WI 04/2013 Present
Previous Registrations
  • 2011-12-20 → 2013-04-11
    Sva Wealth Management, Llc
    Madison, WI
  • 2008-09-05 → 2011-12-20
    Sva Wealth Management, Inc.
    Madison, WI
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
CLF ASSET MANAGEMENT, INC.

Nearby Investors

KRISTY LYNN REED
Gavin Wishart
SEAN STEPHEN WAYNE

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI

More in Madison, WI

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