People

Rob Riedl

Rob Riedl

Formal First Name
Robert (Rob)
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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.

Professional Experience


Academic History


Rob Reidl's Licenses & Certifications


Rob Reidl's Honors & Accolades

  • Investopedia Top 100 Advisors List for 2019

  • Finalist, Index of the Year 2014 by ETF.com

  • 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