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W6272 Communication Court, Appleton, WI 54914-8531 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
W6272 Communication Court, Appleton, WI 54914-8531 • United States
W6272 Communication Court, Appleton, WI 54914-8531 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
W6272 Communication Court, Appleton, WI 54914-8531 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-30 |
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