Wendt Financial Group offers personalized and confidential solutions to help work toward securing your financial goals with a goal of ensuring your legacy lasts. Financial solutions are offered by Mike Wendt of Wendt Financial Group. Mike is a LPL registered representative.
We offer a broad range of products and services in the areas of retirement planning, investment planning, estate and trust strategies, and charitable giving.
Wendt Financial Group offers a diverse package of investment products and services. However, the most important product we offer is our service to you.
Why Us?
- We treat your financial future as carefully and thoughtfully as if it were our own.
- We are dedicated to understanding your wants and needs.
- We make financial education a priority.
- We deliver easy, comprehensive access to your account information.
- We personally know you so we can work toward ensuring your investment program will fit your financial situation.
Products & Services:
Our team will help you set a clear and realistic path toward pursuing your financial goals while aiming to optimize your investments. We focus on long-term strategies designed with a goal to change your vision into reality.
- Retirement Planning
- College Education Funding
- Tax Reduction Strategies
- Estate and Financial Planning Strategies
- Asset Management
- Portfolio Review
- Brokerage Services
The following investment products and services are offered by Wendt Financial Group:
- Mutual Funds
- Variable Annuities and Variable Universal Life
- Brokered Certificates of Deposit (CDs)
- Stocks/Bonds
- Fee-Based Managed Accounts
- Real Estate Investment Trusts (REITs)
- Managed Futures Funds
- Direct Participation Programs
- Alternative Investments
- Unit Investment Trusts
- Tax-Advantaged Investments
- IRAs – Traditional/Roth/Rollover
- 401(k), 403(b) Plans
- SIMPLE and SEP IRA Plans
- Section 529 College Savings Plans
- Coverdell Education Savings Accounts
Location & Hours:
Location
545 Village Walk Lane, Suite C
Johnson Creek, WI 53038
Phone | (920) 699-3937
Fax | (920) 699-7251
Hours
Regular office hours are 8 a.m. – 5 p.m. Monday through Friday. Additional hours are available by appointment. Please contact us by calling 920-699-3937 or email inquiries:
Mike Email Here
Sally Email Here
Jill Email Here
(please do not send any personal or private information. Email is not secure)
BrokerCheck
BrokerCheck is a free tool which is part of FINRA's ongoing efforts to help investors make informed choices about brokers and brokerage firms. Use BrokerCheck for information about the background of an investment professional.
For LPL's Form CRS: Click here
Disclosures:
a. Securities products offered or sold are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other Federal Government Agency.
b. Securities products offered or sold are subject to investment risks including possible loss of principal and may go down in value.
c. Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
d. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state(s) in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
e. Wendt Financial Group does not offer tax or legal advice.
f. Fixed insurance services offered through Ash Brokerage.
g. LPL Financial offers access to Trust Services through The Private Trust Company, N.A., an affiliate of LPL Financial.