Profile
Mr. Rob L.
Riedl, CPA, is a Director-Wealth Management at Sumnicht & Associates LLC.
His past over 25 years of professional experience is key when consulting with client families, businesses, and institutions.
He began his career at Arthur Andersen & Co. as a staff accountant, serving the needs of their small business clients.
Mr. Riedl was founder and President of Fox Valley Spring Company and President of Oak-Bay Corporation.
He also held a consultant role in which he assisted entrepreneurs in corporate management team structure, customer base, product mix and systems, in order to increase profitably and market value.
Mr. Riedl received his Bachelor’s Degree from Marquette University with a double major in Accounting and Finance.
He received his CPA designation from the State of Wisconsin in 1983, became a Certified Financial Planner in 1984, and received his Accredited Wealth Management Advisor designation from the College for Financial Planning in November, 2005.
Rob Louis Riedl active positions
| Companies | Position | Start |
|---|---|---|
Endowment Wealth Management, Inc.
Endowment Wealth Management, Inc. Investment ManagersFinance Endowment Wealth Management seeks investment opportunities in companies located in the United States with revenue of USD 100 million. The firm focuses on technology, finance and healthcare services. It provides financing for early and later stage capital requirements. It also makes fund and secondary investments. | Chief Executive Officer | 2013-01-31 |
ETF Model Solutions LLC
ETF Model Solutions LLC Investment ManagersFinance Provides investment advice | Director of Finance/CFO | 2013-01-31 |
Former positions of Rob Louis Riedl
| Companies | Position | End |
|---|---|---|
Sumnicht & Associates LLC
Sumnicht & Associates LLC Investment ManagersFinance Sumnicht & Associates primarily uses Exchange-Traded Funds (ETF)-based allocation models. The firm’s investment portfolio construction relies on proper asset allocation and a cost-effective, tax-efficient, total-return approach. | Investment Committee Member | 2013-01-31 |
Fox Valley Spring Co., Inc.
Fox Valley Spring Co., Inc. Metal FabricationProducer Manufacturing Designs and manufactures custom spring products, metal wires and industrial tools | Founder | 1995-07-31 |
Arthur Andersen & Co. /Tax Unit/
Arthur Andersen & Co. /Tax Unit/ Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Corporate Officer/Principal | - |
Training of Rob Louis Riedl
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Arthur Andersen & Co. /Tax Unit/
Arthur Andersen & Co. /Tax Unit/ Miscellaneous Commercial ServicesCommercial Services Provides accounting services | Commercial Services |
Sumnicht & Associates LLC
Sumnicht & Associates LLC Investment ManagersFinance Sumnicht & Associates primarily uses Exchange-Traded Funds (ETF)-based allocation models. The firm’s investment portfolio construction relies on proper asset allocation and a cost-effective, tax-efficient, total-return approach. | Finance |
Marquette University
Marquette University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fox Valley Spring Co., Inc.
Fox Valley Spring Co., Inc. Metal FabricationProducer Manufacturing Designs and manufactures custom spring products, metal wires and industrial tools | Producer Manufacturing |
Endowment Wealth Management, Inc.
Endowment Wealth Management, Inc. Investment ManagersFinance Endowment Wealth Management seeks investment opportunities in companies located in the United States with revenue of USD 100 million. The firm focuses on technology, finance and healthcare services. It provides financing for early and later stage capital requirements. It also makes fund and secondary investments. | Finance |
ETF Model Solutions LLC
ETF Model Solutions LLC Investment ManagersFinance Provides investment advice | Finance |
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