Mike Wendt

Founder & Lead Financial Planner

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Mike has over 15 years’ experience in the financial planning and investment management field. He graduated from the University of Wisconsin-Oshkosh with a degree in business administration and an emphasis in accounting. He has his Series 7, 6, 65, 63 & insurance licenses, and believes in holistic planning. Born and raised in Jefferson County, Mike has a strong commitment to our community. Mike enjoys spending his free time with his wife Kayla and their children Charli, Porter, and Claire.

Key Expertise:

Comprehensive Financial Planning
Retirement Strategy
Wealth Management
Family Financial Legacy Planning

Professional Credentials:

Bachelor’s Degree in Finance, University of Wisconsin
More than 15 years of financial advisory experience

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