Robert Charles Riedl

Employer firm

Endowment Wealth Management, Inc. CRD 108652

$609M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 03/2025
  Wells Fargo Securities, Llc
  Charlotte, NC
• 07/2025 → 03/2026
  Keybanc Capital Markets Inc.
  Charlotte, NC
• 04/2025 → 07/2025
  Unemployed
  Charlotte, NC
• 04/2026 → Present
  Endowment Wealth Management, Inc.
  Appleton, WI

Previous Registrations

• 2014-03-31 → 2014-10-23
  Endowment Wealth Management, Inc.
  Appleton, WI
  Minneapolis, MN

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-07-30
• S65 Uniform Investment Adviser Law Examination
  2012-08-29

Designations

• Chartered Financial Analyst