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Robert Charles Riedl

Endowment Wealth Management, Inc.

Appleton, WI

Charlotte, NC

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Current Employers
Endowment Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-09
  • NC RA
    APPROVED
    Since 2026-04-09

Branch Locations

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

Charlotte, NC • 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
Wells Fargo Securities, Llc Charlotte NC 10/2014 03/2025
Keybanc Capital Markets Inc. Charlotte NC 07/2025 03/2026
Unemployed Charlotte NC 04/2025 07/2025
Endowment Wealth Management, Inc. Appleton WI 04/2026 Present
  • 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
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-07-30
S65 Uniform Investment Adviser Law Examination 2012-08-29
  • S63 Uniform Securities Agent State Law Examination
    2015-07-30
  • S65 Uniform Investment Adviser Law Examination
    2012-08-29
Designations

View on SEC IAPD

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Other Offices

MORGAN STANLEY · APPLETON, WI
PRIVATE CLIENT SERVICES, LLC · Appleton, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · APPLETON, WI
KAMKO FINANCIAL · APPLETON, WI
ASC 401(K) MANAGEMENT · APPLETON, WI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · APPLETON, WI
CREATIVEONE SECURITIES, LLC · Appleton, WI
OSAIC WEALTH, INC. · APPLETON, WI

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