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Current Employers
Etf Model Solutions, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-04-28
WI RA APPROVED 2023-01-11
  • SC RA
    APPROVED
    Since 2026-04-28
  • WI RA
    APPROVED
    Since 2023-01-11

Branch Locations

Hilton Head, SC • United States

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

Endowment Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-03-18
WI RA APPROVED 2023-01-11
  • SC RA
    APPROVED
    Since 2026-03-18
  • WI RA
    APPROVED
    Since 2023-01-11

Branch Locations

Hilton Head, SC • United States

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
Endowment Wealth Management Appleton WI 06/2022 11/2023
Endowment Wealth Management Appleton WI 12/2021 05/2022
Northwestern Mutual Indianapolis WI 05/2021 08/2021
Meridian Hills Country Club Indianapolis IN 01/2019 09/2020
Fox Valley Tennis Association Appleton WI 06/2014 01/2019
Wisconsin Youth Soccer Association Neenah WI 06/2014 08/2018
Butler University Indianapolis IN 09/2018 05/2022
Neenah School District Neenah WI 09/2011 06/2018
Endowment Wealth Management Appleton WI 11/2023 Present
  • 06/2022 → 11/2023
    Endowment Wealth Management
    Appleton, WI
  • 12/2021 → 05/2022
    Endowment Wealth Management
    Appleton, WI
  • 05/2021 → 08/2021
    Northwestern Mutual
    Indianapolis, WI
  • 01/2019 → 09/2020
    Meridian Hills Country Club
    Indianapolis, IN
  • 06/2014 → 01/2019
    Fox Valley Tennis Association
    Appleton, WI
  • 06/2014 → 08/2018
    Wisconsin Youth Soccer Association
    Neenah, WI
  • 09/2018 → 05/2022
    Butler University
    Indianapolis, IN
  • 09/2011 → 06/2018
    Neenah School District
    Neenah, WI
  • 11/2023 → Present
    Endowment Wealth Management
    Appleton, WI
Other Businesses

6/6/2022 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. KUBIAK'S TITLE AT EWM IS WEALTH ANALYST. MR. KUBIAK POSITION IS AN INVESTMENT ADVISOR REPRESENTATIVE WITH EWM. MR. KUBIAK DEVOTES APROXIMATELY 155 HOURS PER MONTH TO HIS ROLE WITH EWM, ABOUT 120 OF WHICH ARE DURING NORMAL SECURITIES TRADING HOURS. MR. KUBIAK CONDUCTS FINANCIAL PLANNING AND INVESTMENT ADVISORY ACTIVITIES IN HIS ROLE AT EWM. 06/2022 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. KUBIAK'S TITLE AT ETFMS IS ANALYST. MR. KUBIAK IS AN INVESTMENT ADVISOR REPRESENTATIVE WITH ETFMS. MR. KUBIAK DEVOTES APPROXIMATELY 5 HOURS PER MONTH TO HIS ROLE WITH ETFMS, MOST OF WHICH ARE DURING NORMAL SECURITIES TRADING HOURS. MR KUBIAK CONDUCTS FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES ACTIVITIES IN HIS ROLE AT ETFMS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-10
  • S65 Uniform Investment Adviser Law Examination
    2022-10-10
Designations

View on SEC IAPD

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