Michael Wentland has been helping clients with free consultations and investment analysis since 1997. Mike offers a full range of business and personal investment services & products, such as retirement projection planning and asset allocation analysis. Services include small to large employer retirement plans and review, free employee reviews, rollovers, inheritance planning, estate preparation, the gift of tax-free education investment accounts, ideas for or after a business sale, access to higher yielding cash accounts, bonds, stocks, mutual funds, annuities, and insurance to name a few. Securities offered through Money Concepts Capital Corp. Member FINRA/SIPC.
Michael Wentland is the sole owner of APEXX Strategic Wealth Management, Inc. which began as a result of Mike wanting to expand offerings to both his individual and business clients. Mike's history with the financial services industry started with his internships with PiperJaffray in St. Cloud, MN & Appleton, WI during his college years. Before Mike graduated from college, he was hired by PaineWebber in Milwaukee, WI where he began to build his customer relationships. During those PaineWebber years Mike frequently visited his parents in Mauston, WI. In doing so, Mike became a member of the Mauston Chamber of Commerce and soon was approached by M&I Bank and their brokerage department to take over a modest book of business from their previous investment advisor who had retired. To be closer to family, Mike accepted the offer and moved to Mauston, WI to begin working for M&I Brokerage. Mike's relationship with M&I lasted for about six years, growing that book of business to around $80million dollars in assets under management. Mike was the number one producing Investment Representative with M&I Brokerage for consecutive years. In 2006 APEXX Strategic Wealth Management, Inc was born with an expanded product line (none being proprietary). Mike welcomes working with all of his customers from his previous years, as well as new customers and referrals. The bulk of Mike's clients reside in Wisconsin, but there are clients everywhere ranging from Las Vegas to Canada, and even overseas. Looking forward to you becoming one as well!
We take on clients who have a need for sound investment strategy as well as unbiased investment selections. It's about looking at strategies to potentially increase earnings, reduce tax liability, avoid probate, create a lifelong relationship as a partner to turn to with financial questions you may have.
"The highest courage is to dare to be yourself in the face of adversity. Choosing right over wrong, ethics over convenience, and truth over popularity... these are the choices that measure your life. Travel the path of integrity without looking back, for there is never a wrong time to do the right thing."
...a popular saying that identifies the essence of APEXX.