Kylie Coenen
Endowment Wealth Management · Appleton, Wisconsin
Kylie Coenen is a fee-only financial advisor at Endowment Wealth Management in Appleton, Wisconsin. Endowment Wealth Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Kylie →
Facts
| Firm | Endowment Wealth Management |
|---|---|
| Based in | Appleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $609.2M across 3,057 accounts |
| SEC registration | Investment adviser representative in WI · CRD 8310454 |
| Exams passed | Series 65 (2026) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.napfa.org/firm/45553/29443 |
How Kylie's firm compares
- Endowment Wealth Management's average account is about $199,000, from its Form ADV (assets managed divided by 3,057 accounts).
Request an introduction to Kylie
Tell Kylie a little about what you're looking for. Kylie isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kylie
Is Kylie Coenen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kylie holds no broker registration, and Endowment Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kylie charge for financial advice?
Kylie's firm, Endowment Wealth Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Kylie Coenen based?
Kylie Coenen is based in Appleton, Wisconsin.
Is Kylie Coenen registered with the SEC?
Yes. Kylie Coenen is registered as an investment adviser representative in WI (CRD 8310454), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Endowment Wealth Management manage?
Endowment Wealth Management reports $609.2M across 3,057 accounts in assets under management.
How do I contact Kylie Coenen?
Through Kylie's website, www.napfa.org/firm/45553/29443.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.