Rob Riedl
Robert L. Riedl, CPA, CFP®, AWMA® is the CEO and Director of Financial Planning at Endowment Wealth Management, where he directs the Family Wealth Management services of the company. Rob serves as the Chief Financial Officer and coordinates with the client's current professionals to provide an integrated wealth management plan. His 30 years of professional experience is key when consulting with client families, businesses and institutions. At EWM, he is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs.
Rob Riedl Professional Experience / Academic History
Professional Experience
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Chief Executive Officer, Director of Financial Planning
Academic History
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BSBA, Double Major in Accounting & Finance
Rob Reidl began his career at Arthur Andersen & Co., as a staff accountant, serving the needs of small business clients.
He was the founder and President of Fox Valley Spring Company and President of Oak-Bay Corporation.
He was the Director of Wealth Management and a Member of the Investment Committee at Sumnicht & Associates, LLC.
During Rob’s tenure with his prior employer, the entity won numerous accolades and rankings from Bloomberg and Worth magazines.
Rob Reidl's Licenses & Certifications
Member, Fee-Only National Association of Personal Finance Advisors
Purple Angel Program Training, Fox Valley Memory Project
Accredited Wealth Management Advisor, College of Financial Planning
Certified Public Accountant, State of Wisconsin Department of Regulations
Rob Reidl's Honors & Accolades
Investopedia Top 100 Advisors List for 2019
2014 Select Financial Advisor in Wisconsin - Providing Financial Security for Over Ten Years
Top 250 Wealth Advisors, 2008
Top Dogs Wealth Manager, 2008
Nations Top 100 Wealth Advisors, 2003 - 2007
Fox Cities Chamber of Commerce Small Business of the Year, 2004