Best Investors Account Sign in
Inactive

Benjamin Peter Gilkay

Endowment Wealth Management, Inc.

Appleton, WI

Etf Model Solutions, LLC

Appleton, WI

Claim This Profile
Current Employers
Endowment Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-13
WI RA APPROVED 2025-01-03
  • TX RA
    APPROVED
    Since 2026-05-13
  • WI RA
    APPROVED
    Since 2025-01-03

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 2025-01-03
  • WI RA
    APPROVED
    Since 2025-01-03

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
Endowment Wealth Management, Inc. Appleton WI 06/2022 Present
College Works Painting, Inc. Appleton WI 02/2021 08/2021
Soccer Heaven Appleton WI 01/2017 04/2021
Self Employed Appleton WI 06/2014 08/2019
University Of Wisconsin-Madison Madison WI 09/2020 05/2024
  • 06/2022 → Present
    Endowment Wealth Management, Inc.
    Appleton, WI
  • 02/2021 → 08/2021
    College Works Painting, Inc.
    Appleton, WI
  • 01/2017 → 04/2021
    Soccer Heaven
    Appleton, WI
  • 06/2014 → 08/2019
    Self Employed
    Appleton, WI
  • 09/2020 → 05/2024
    University Of Wisconsin-Madison
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-03
  • S65 Uniform Investment Adviser Law Examination
    2024-09-03

View on SEC IAPD

Other Firms

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

Other Investors

BRANDY LYNN DEBROUX
LEIGH ANN THERN
Matthew C Bush
JOSEPH MICHAEL MILLER
JANE M VANDE VOORT
MITCHELL JOSEPH OLDEWURTEL
SHANA LYNN KEIL
SHARON IFRACH

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

More in Appleton, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor