Robert Charles Riedl
Investment adviser representative at Endowment Wealth Management, Inc.
12 yearsExperience
1 stateRegistered in
CFADesignation
$609.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Endowment Wealth Management, Inc.Apr 2026 to now
- Keybanc Capital Markets Inc.Jul 2025 to Mar 2026
- UnemployedApr 2025 to Jul 2025
- Wells Fargo Securities, LLCOct 2014 to Mar 2025
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NC).
Endowment Wealth Management, Inc.
$609.2MAssets managed
491Clients
2Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6118748
- Firm CRD
- 108652