Evan
Kubiak
Endowment Wealth Management, Inc
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About this Advisor
Evan Kubiak is a financial advisor who works out of Appleton, Wisconsin. Kubiak is an employee of Endowment Wealth Management, Inc. The advisor has gained experience at Endowment Wealth Management, Northwestern Mutual, Meridian Hills Country Club, Fox Valley Tennis Association, Wisconsin Youth Soccer Association, Butler University and Neenah School District. Kubiak has a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Wisconsin. Endowment Wealth Management, Inc is a financial advisory business that has its headquarters in Appleton, WI. The firm has offices in five locations and a total of 12 advisors. It administers $296 million in assets under management among its 1,546 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,546 customer accounts, 33% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees vary depending on which services are offered. However, fees charged by Endowment Wealth Management, Inc may include some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Endowment Wealth Management, Inc Brokerage Details
$296,249,741
12
1,546
$191,623
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Evan Kubiak Work History
Evan has been registered as a financial advisor for 0 years.*
Endowment Wealth Management
Endowment Wealth Management
Northwestern Mutual
Meridian Hills Country Club
Butler University
Fox Valley Tennis Association
Wisconsin Youth Soccer Association
Neenah School District
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Evan Kubiak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Endowment Wealth Management, Inc
Appleton, WI
Appleton, WI
Appleton, WI
Appleton, WI
Appleton, WI
Appleton, WI
Appleton, WI
Appleton, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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