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Inactive

Cole James Fleischmann

Endowment Wealth Management, Inc.

Appleton, WI

Etf Model Solutions, LLC

Appleton, WI

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Current Employers
Endowment Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-04-14
  • WI RA
    APPROVED
    Since 2025-04-14

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 2025-04-14
  • WI RA
    APPROVED
    Since 2025-04-14

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
Voyager Capital Management, Llc Lake Geneva WI 05/2023 Present
Next Level Planning & Wealth Management Brookfield WI 05/2022 08/2022
Trugreen Waukesha WI 06/2021 08/2021
Full Time Student Madison WI 01/2012 05/2023
Endowment Wealth Management, Inc. Appleton WI 04/2025 Present
Etf Model Solutions, Llc Appleton WI 04/2025 Present
  • 05/2023 → Present
    Voyager Capital Management, Llc
    Lake Geneva, WI
  • 05/2022 → 08/2022
    Next Level Planning & Wealth Management
    Brookfield, WI
  • 06/2021 → 08/2021
    Trugreen
    Waukesha, WI
  • 01/2012 → 05/2023
    Full Time Student
    Madison, WI
  • 04/2025 → Present
    Endowment Wealth Management, Inc.
    Appleton, WI
  • 04/2025 → Present
    Etf Model Solutions, Llc
    Appleton, WI
Previous Registrations
  • 2023-10-02 → 2025-03-24
    Voyager Capital Management, Llc
    Lake Geneva, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-02
  • S65 Uniform Investment Adviser Law Examination
    2023-10-02

View on SEC IAPD

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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
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