Rob Louis Riedl
Amministratore Delegato presso Endowment Wealth Management, Inc.
Profilo
Mr. Rob L.
Riedl, CPA, is a Director-Wealth Management at Sumnicht & Associates LLC.
His past over 25 years of professional experience is key when consulting with client families, businesses, and institutions.
He began his career at Arthur Andersen & Co. as a staff accountant, serving the needs of their small business clients.
Mr. Riedl was founder and President of Fox Valley Spring Company and President of Oak-Bay Corporation.
He also held a consultant role in which he assisted entrepreneurs in corporate management team structure, customer base, product mix and systems, in order to increase profitably and market value.
Mr. Riedl received his Bachelor’s Degree from Marquette University with a double major in Accounting and Finance.
He received his CPA designation from the State of Wisconsin in 1983, became a Certified Financial Planner in 1984, and received his Accredited Wealth Management Advisor designation from the College for Financial Planning in November, 2005.
Posizioni attive di Rob Louis Riedl
| Società | Posizione | Inizio |
|---|---|---|
Endowment Wealth Management, Inc.
 Endowment Wealth Management, Inc. Investment ManagersFinance Endowment Wealth Management Inc (Endowment Wealth Management) is an private equity/venture capital firm founded in 1996. The firm is headquartered in Appleton, Wisconsin. | Amministratore Delegato | 01/02/2013 |
ETF Model Solutions LLC
 ETF Model Solutions LLC Investment ManagersFinance ETF Model Solutions LLC provides investment advice for advisers, institutions, retirement plans and individual investors. The firm offers ETF-based diversified target-risk models and asset class models for use by investment advisers and retirement plans. It also provides digital investment services to individual investors through the website. The company is headquartered in Appleton, WI. | Direttore Finanziario/CFO | 01/02/2013 |
Precedenti posizioni note di Rob Louis Riedl
| Società | Posizione | Fine |
|---|---|---|
Sumnicht & Associates LLC
 Sumnicht & Associates LLC Investment ManagersFinance Sumnicht & Associates LLC is a SEC-registered investment advisor and high net-worth family wealth manager headquartered in Appleton, Wisconsin. The firm was founded by Vernon Sumnicht in 1988 and is a subsidiary of Sumnicht Holdings LLC. In 2021, Sumnicht & Associates made the decision to retire from the retail investment advisory business. The firm continued a family office investment advisory relationship with one family. | Membro del Comitato di Investimento | 01/02/2013 |
Fox Valley Spring Co., Inc.
 Fox Valley Spring Co., Inc. Metal FabricationProducer Manufacturing Fox Valley Spring Co., Inc. designs and manufactures custom spring products, wire and metal forms. It offers die springs, flat steel and sockets. The company was founded in 1989 and is headquartered in Greenville, WI. | Fondatore | 01/08/1995 |
| Arthur Andersen & Co. /Tax Unit/ | Corporate Officer/Principal | - |
Formazione di Rob Louis Riedl
| Marquette University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Sumnicht & Associates LLC
Sumnicht & Associates LLC Investment ManagersFinance Sumnicht & Associates LLC is a SEC-registered investment advisor and high net-worth family wealth manager headquartered in Appleton, Wisconsin. The firm was founded by Vernon Sumnicht in 1988 and is a subsidiary of Sumnicht Holdings LLC. In 2021, Sumnicht & Associates made the decision to retire from the retail investment advisory business. The firm continued a family office investment advisory relationship with one family. | Finance |
| Arthur Andersen & Co. /Tax Unit/ | Commercial Services |
Fox Valley Spring Co., Inc.
Fox Valley Spring Co., Inc. Metal FabricationProducer Manufacturing Fox Valley Spring Co., Inc. designs and manufactures custom spring products, wire and metal forms. It offers die springs, flat steel and sockets. The company was founded in 1989 and is headquartered in Greenville, WI. | Producer Manufacturing |
Endowment Wealth Management, Inc.
Endowment Wealth Management, Inc. Investment ManagersFinance Endowment Wealth Management Inc (Endowment Wealth Management) is an private equity/venture capital firm founded in 1996. The firm is headquartered in Appleton, Wisconsin. | Finance |
ETF Model Solutions LLC
ETF Model Solutions LLC Investment ManagersFinance ETF Model Solutions LLC provides investment advice for advisers, institutions, retirement plans and individual investors. The firm offers ETF-based diversified target-risk models and asset class models for use by investment advisers and retirement plans. It also provides digital investment services to individual investors through the website. The company is headquartered in Appleton, WI. | Finance |
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- Rob Louis Riedl