ETF Model Solutions LLC
Legal Name: ETF MODEL SOLUTIONS, LLC
Full Contact Details
ETF Model Solutions LLC
2200 NORTH RICHMOND STREET, SUITE 200, APPLETON, WI
920-785-6010
920-227-0521
Other Info
ETF Model Solutions is a limited liability company based in Wisconsin, with a professional team of 8 employees where 6 work in advisory roles. The company has secured the approval of the Securities and Exchange Commission since January 2, 2015, and currently serves only one client.
ETF Model Solutions
ETF strategist and asset manager implementing Endowment Investment Philosophy for advisers, retirement plans and individuals
Embark | Embark on Your Personal Financial Journey
Meet Your Advisors Sign In Sign Up Meet Your Advisors Sign In Sign Up Embark | Embark on Your Personal Financial Journey 17965 home,page-template-default,page,page-id-17965,wp-custom-logo,ajax_fade,page_not_loaded,,qode-child-theme-ver-1.0.0,qode-theme-ver-7.7,elementor-default,elementor-kit-17964,e…
Endowment Index
Skip to content Home Contact Menu Endowment Index® The Endowment Index® uses an objective, rules-based construction methodology based upon the portfolio allocations of over 700 educational institutions managing over $820 billion in total assets. Each of the 22 sub-indexes that currently comprise…
BrightScope Beacon Login
You must be logged in to access that page. Sign In Forgot Password? Copyright © 2008-2023, BrightScope Inc. All Rights Reserved. Your browser is out of date, and will not be compatible with future Beacon updates. Please update to the latest version of Internet Explorer using the following link: Upd…
ETF Model Solutions LLC (etfmodels) - Profile | Pinterest
ETF Model Solutions LLC | ETF strategist/ Investment manager. Creator of the Endowment Index® and investment adviser for MyRoboAdviser.com. Content posted is not investment advice
Trusted Insight | ETF Model Solutions, LLC Investment Firm Profile | Appleton, United States of America | Trusted Insight Platform
ETF Model Solutions, LLC investment firm profile page on Trusted Insight - the platform for institutional investors to discover investment jobs, talent, alternative investment news, syndicates and top investment managers rankings
Direct Owners
-
0913, LLC
MEMBER owns more than 10% but less than 25%
-
JOBA IRREVOCABLE TRUST
MEMBER owns more than 5% but less than 10%
-
LARRY L. RICE AND NANCY E. RICE JOINT REVOCABLE LIVING TRUST
MEMBER owns more than 10% but less than 25%
-
OTHMAR GROUP, LLC
MEMBER owns more than 5% but less than 10%
-
PRATEEK NMN MEHROTRA
MANAGING MEMBER, CHIEF INVESTMENT OFFICER owns more than 10% but less than 25%
-
ROBERT LOUIS RIEDL
MANAGING MEMBER, CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
-
ROLAND G. AND SUE E. STEPHENSON REVOCABLE TRUST
MEMBER owns more than 5% but less than 10%
-
WENDY STEPHENSON ORTH
MEMBER owns more than 5% but less than 10%
Indirect Owners
-
JOSEPH EDWARD DAGROSA
TRUSTEE owns 75% or more
-
LARRY LEE RICE
TRUSTEE owns more than 50% but less than 75%
-
NANCY EILEEN RICE
TRUSTEE owns more than 50% but less than 75%
-
PAUL OTHMAR GEHL
MEMBER owns 75% or more
-
ROLAND GLEN STEPHENSON
TRUSTEE owns more than 50% but less than 75%
-
SUE ELLEN STEPHENSON
TRUSTEE owns more than 50% but less than 75%
-
TODD CHARLES THIEL
MEMBER owns 75% or more