Best Investors
Account
Sign in
W6272 Communication Court, Appleton, WI 54914-8531 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-01-11 |
Branch Locations
W6272 Communication Court, Appleton, WI 54914-8531 • United States
W6272 Communication Court, Appleton, WI 54914-8531 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-01-11 |
Branch Locations
W6272 Communication Court, Appleton, WI 54914-8531 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Endowment Wealth Management | Appleton | WI | 05/2021 | 04/2022 |
| Endowment Wealth Management | Appleton | WI | 06/2022 | 11/2023 |
| Karcz Utility Services | Pulaski | WI | 05/2020 | 08/2020 |
| University Of Wisconsin-La Crosse | La Crosse | WI | 09/2018 | 06/2022 |
| Ki | Green Bay | WI | 06/2018 | 08/2018 |
| Ki | Green Bay | WI | 06/2019 | 08/2019 |
| Ashwaubenon School District | Ashwaubenon | WI | 09/2011 | 06/2018 |
| Bay Motel And Family Restaurant | Green Bay | WI | 09/2015 | 10/2017 |
| Endowment Wealth Management | Appleton | WI | 11/2023 | Present |
6/13/2022 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. ROTTIER'S TITLE AT EWM IS WEALTH ANALYST. MR. ROTTIER POSITION IS AN INVESTMENT ADVISOR REPRESENTATIVE WITH EWM. MR. ROTTIER DEVOTES APROXIMATELY 80 HOURS PER MONTH TO HIS ROLE WITH EWM, ABOUT 70 OF WHICH ARE DURING NORMAL SECURITIES TRADING HOURS. MR. ROTTIER 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. ROTTIER'S TITLE AT ETFMS IS ANALYST. MR. ROTTIER IS AN INVESTMENT ADVISOR REPRESENTATIVE WITH ETFMS. MR. ROTTIER DEVOTES APPROXIMATELY 80 HOURS PER MONTH TO HIS ROLE WITH ETFMS, MOST OF WHICH ARE DURING NORMAL SECURITIES TRADING HOURS. MR ROTTIER CONDUCTS FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES ACTIVITIES IN HIS ROLE AT ETFMS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-15 |
Reach out to this advisor