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W6272 Communication Court, Appleton, WI 54914-8531 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-19 |
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 |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-24 |
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 | 05/2024 | 05/2026 |
| Endowment Wealth Management | Appleton | WI | 07/2026 | Present |
| University Of Wi Madison | Madison | WI | 09/2022 | 05/2026 |
| Integrity Fiber | Combined Locks | WI | 04/2020 | 08/2023 |
| Wisconsin Union | Madison | WI | 08/2023 | 05/2024 |
| Freedom Area School District | Freedom | WI | 09/2015 | 05/2022 |
5/2024 TO PRESENT: ENDOWMENT WEALTH MANAGEMENT, INC. ("EWM"). EWM IS AN INVESTMENT- RELATED BUSINESS. EWM IS LOCATED AT W6272COMMUNICATIONS COURT, APPLETON, WI 54914. EWM IS A SEC-REGISTERED INVESTMENT ADVISER. EWM IS UNDER COMMON OWNERSHIP AND SHARESHEADQUARTERS WITH ETF MODEL SOLUTIONS, LLC ("ETFMS"). MS. COENEN TITLE AT EWM IS WEALTH ANALYST. MS. COENEN POSITION IS AN INVESTMENT ADVISORREPRESENTATIVE WITH EWM. MS. COENEN DEVOTES APROXIMATELY 80 HOURS PER MONTH TO HER ROLE WITH EWM, ABOUT 70 OF WHICH ARE DURING NORMALSECURITIES TRADING HOURS. MS. COENEN CONDUCTS FINANCIAL PLANNING AND INVESTMENT ADVISORY ACTIVITIES IN HER ROLE AT EWM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-24 |
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