Robert L. Riedl, Cpa, Cfp®, Awma®, Cfc® Email & Phone Number

Appleton, WI, US

Appleton, Wisconsin, US

Global Alternative Investment LLC, a sister company to Endowment Wealth Management Inc, is a fund management company targeting unique alternative investments, private equity, and venture capital investment opportunities. Global Alts offers thematic funds and custom white labeled funds for commitments in excess of $10 million. These funds are available to.

Appleton, WI, US

➟Our mission is to provide professional wealth services that will sustain Multi-Generational Family Wealth, Unity and LegacyOur employee-owned Multi-Family office is a Registered Investment Adviser (RIA) firm that provides Fee-Only holistic family wealth management services to high net worth families (HNW), professional doctors, business owners, trusts.

Appleton, WI, US

Our mission is to provide unique Exchange Traded Funds (ETFs) investment based model solutions that are low-cost, provider agnostic, and are designed to deliver superior risk-adjusted returns.We are a third-party strategist that builds ETF-based model solutions. The proliferation of ETFs has created a maze of investment options to chose from, just like the.

Sumnicht & Associates (S&A) was a fee based family wealth adviser to high net worth multi-generational families, professional doctors, business owners, retirement plans (401(k) plans and more), private foundations, charitable foundations and more, to improve the professional investment management of their portfolio's risks to achieve a better long-term.

Craftsmen Industries, LLC was a professional consulting company I founded that provided hands on small business consulting to a wide range of small business manufacturing companies, retail sales companies and investor groups. The focus of the consulting engagements were to build strong management teams, operating systems and market programs to rapidly.

Co-founder of a custom spring manufacturer in Appleton, WI that grew from the two founding partners and a 1,200 square feet facility to over 35 skilled employees and a 24,000 sq foot state of the art spring manufacturing. The firm later won State of Wisconsin Manufacturer of the Year.

I joined Oak-Bay Corporation as their Controller in 1982 when the company had revenues of $1.5 million and operated thirteen stores. I was promoted to VP of Fiance and later to President of a retail shoe corporation and managed the company's growth to 52 stores in seven mid western states and generated annual revenues of approximately $10 million.Oak-Bay.

Provided accounting, audit, tax and business consulting services to meet the growing needs of Arthur Andersen & Company's ( AA & Co.) wide range of small business clients. During my term of employment I served approximately 10-12 industry groups while the small business department was the fastest growing customer base at AA&Co Milwaukee's office.

Chicago, IL, US

Worked as a summer intern for two consecutive summers at the Corporate Headquarters of Miller Brewery in the Accounting Department.

Bsba 1980, Double Majored In Accounting & Finance

Cfp & Awma, Fiancial Planning