Evan Matthew Kubiak
Investment Adviser Representative at Endowment Wealth Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Evan Matthew Kubiak is an investment adviser representative in Hilton Head, SC, currently registered with Endowment Wealth Management, Inc. and ETF Model Solutions, LLC. They have worked in the securities industry since 2023. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in South Carolina and Wisconsin.
Registrations & licenses
- Investment adviser:
- South Carolina, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Endowment Wealth ManagementJun 2022 – Nov 2023Appleton, WI
- Endowment Wealth ManagementDec 2021 – May 2022Appleton, WI
- Northwestern MutualMay 2021 – Aug 2021Indianapolis, WI
- Meridian Hills Country ClubJan 2019 – Sep 2020Indianapolis, IN
- Fox Valley Tennis AssociationJun 2014 – Jan 2019Appleton, WI
- Wisconsin Youth Soccer AssociationJun 2014 – Aug 2018Neenah, WI
- Butler UniversitySep 2018 – May 2022Indianapolis, IN
- Neenah School DistrictSep 2011 – Jun 2018Neenah, WI
- Endowment Wealth ManagementNov 2023 – no end date reportedAppleton, WI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Endowment Wealth Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Appleton, WI
- SEC file number:
- 801-112413
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 6, 2026
View full firm profileOther advisors at Endowment Wealth Management, Inc.
12 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Evan Matthew Kubiak has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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