Mike Wendt

Founder & Lead Financial Planner

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Mike has over 15 years’ experience in the financial planning and investment planning 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 held through LPL Financial, holds 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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