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Current Employers
Endowment Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-01
  • WI RA
    APPROVED
    Since 2025-01-01

Branch Locations

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

Etf Model Solutions, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-01
  • WI RA
    APPROVED
    Since 2025-01-01

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
OrganizationCityStateFromTo
Vision Wealth Partners Green Bay WI 09/2013 11/2017
Endowment Wealth Management Appleton WI 12/2017 Present
Etf Model Solutions, Llc Appleton WI 12/2017 Present
  • 09/2013 → 11/2017
    Vision Wealth Partners
    Green Bay, WI
  • 12/2017 → Present
    Endowment Wealth Management
    Appleton, WI
  • 12/2017 → Present
    Appleton, WI
Previous Registrations
  • 2013-09-26 → 2017-12-31
    Vision Wealth Partners
    Appleton, WI
  • 2011-07-07 → 2013-09-27
    New Berlin, WI
    Marinette, WI
Other Businesses

12/2017 TO PRESENT: ENDOWMENT WEALTH MANAGEMENT INC. ("EWM". EWM IS AN INVESTMENT- RELATED BUSINESS. EWM IS LOCATED AT W6272 COMMUNICATIONS COURT, APPLETON, WI 54914. EWM IS A SEC-REGISTERED INVESTMENT ADVISER. EWM IS UNDER COMMON OWNERSHIP AND SHARES HEADQUARTERS WITH ETF MODEL SOLUTIONS, LLC ("ETFMS"). MR WENINGER'S TITLE AT EWN IS WEALTH ADVISOR. MR. WENINGER IS AN INVESTMENT ADVISER REPRESENTATIVE WITH EWM. MR. WENINGER DEVOTES APPROXIMATELY 150 HOURS PER MONTH TO HIS ROLE AT EWM, ABOUT 130 OF WHICH ARE CONDUCTED DURING NORMAL SECURITIES TRADING HOURS. MR WENINGER CONDUCTS FINANCIAL PLANNING AND INVESTMENT ADVISORY ACTIVITIES IN HIS ROLE AT EWM. 12/2017 TO PRESENT: ETF MODEL SOLUTIONS, LLC ("ETFMS"). ETFMS IS AN INVESTMENT-RELATED BUSINESS. ETFMS IS LOCATED AT W6272 COMMUNICATIONS COURT, APPLETON, WI 54914. ETFMS IS A SEC-REGISTERED INVESTMENT ADVISER. ETFMS IS UNDER COMMON OWNERSHIP AND SHARES HEADQUARTERS WITH EWM. MR WENINGER'S TITLE AT ETFMS IS ADVISER. MR. WENINGER IS AN INVESTMENT ADVISER REPRESENTATIVE WITH ETFMS. MR. WENINGER DEVOTES APPPROXIMATELY 10 HOURS PER MONTH TO ETFMS, MOST OF WHICH ARE DURING NORMAL SECURITIES TRADING HOURS. MR. WENINGER CONDUCTS FINANCIAL PLANNING AND INVESTMENT ADVISORY ACTIVITIES IN HIS ROLE AT ETFMS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-30
  • S66 Uniform Combined State Law Examination
    2011-06-30
Designations
Other Names
  • John Weninger

View on SEC IAPD

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