Best Investors
Account
Sign in
W6272 Communication Court, Appleton, WI 54914-8531 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-12-08 |
| TX | RA | APPROVED | 2018-05-11 |
| WI | RA | APPROVED | 2013-11-19 |
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 |
|---|---|---|---|
| SC | RA | APPROVED | 2021-07-19 |
| IL | RA | APPROVED | 2018-02-27 |
| TX | RA | APPROVED_RES | 2013-05-22 |
| WI | RA | APPROVED | 2013-03-13 |
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, Inc. | Appleton | WI | 02/2013 | Present |
| Etf Model Solutions, Llc | Appleton | WI | 05/2013 | Present |
| Global Alternative Investment Management Llc | Appleton | WI | 06/2021 | Present |
02/2013 - 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. RIEDL'S TITLE AT EWM IS DIRECTOR OF WEALTH MANAGEMENT. MR. RIEDL IS A SHAREHOLDER, BOARD MEMBER, PRESIDENT, DIRECTOR OF WEALTH MANAGEMENT, CHIEF COMPLIANCE OFFICER, MEMBER OF THE INVESTMENT COMMITTEE AND INVESTMENT ADVISER REPRESENTIVE FOR EWM. MR. RIEDL DEVOTES APPROXIMATELY 170 HOURS PER MONTH TO EWM, ABOUT 110 OF WHICH ARE DURING NORMAL SECURITIES TRADING HOURS. MR. RIEDL CONDUCTS MANAGEMENT, WEALTH MANAGEMENT, FINANCIAL PLANNING, ADVISORY, AND COMPLIANCE SUPERVISORY ACTIVITIES IN HIS ROLE AT EWM. 05/2013 - 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. RIEDL'S TITLE AT ETF MODEL SOLUTIONS IS CHIEF FINANCIAL OFFICER. MR. RIEDL IS A MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, INVESTMENT COMMITTEE MEMBER AND INVESTMENT ADVISER REPRESENTATIVE FOR ETFMS. MR. RIEDL DEVOTES APPROXIMATELY 10 HOURS PER MONTH TO HIS ROLE WITH ETFMS, ABOUT HALF OF WHICH ARE DURING NORMAL SECURITIES TRADING HOURS. MR. RIEDL CONDUCTS MANAGEMENT, INVESTMENT ADVISORY AND COMPLIANCE SUPERVISORY ACTIVITIES IN HIS ROLE AT ETFMS. 06/2021 - PRESENT: GLOBAL ALTERNATIVE INVESTMENT MANAGEMENT LLC. ("GAIM"). GAIM IS AN INVESTMENT-RELATED BUSINESS. GAIM IS LOCATED AT W6272 COMMUNICATIONS COURT, APPLETON, WI 54914. GAIM IS A PRIVATE FUND MANAGER THAT RELIES ON THE INVESTMENT ADVISER REGISTRATION OF EWM. GAIM IS UNDER COMMON OWNERSHIP AND SHARES HEADQUARTERS WITH EWM. MR. RIEDL'S TITLE WITH GAIM IS CHIEF FINANCIAL OFFICER. MR. REIDL IS A MANAGING MEMBER, MEMBER OF THE INVESTMENT COMMITTEE AND CHIEF FINANCIAL OFFICER AT GAIM. MR. RIEDL DEVOTES APPROXIMATELY 50 HRS PER MONTH TO GAIM, ABOUT 15 OF WHICH ARE DURING NORMAL SECURITIES TRADING HOURS. MR. RIEDL CONDUCTS MANAGEMENT, INVESTMENT, AND SUPERVISORY COMPLIANCE ACTIVITIES IN HIS ROLE AT GAIM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-19 |
Reach out to this advisor