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| About APEXX Strategic Wealth Management, Inc: (Click sub-tabs above for specific membership details and photos) Free consultations & Investment analysis. Full range of business & personal investment services & products. Retirement projection planning & asset allocation analysis. Services include small to large employer retirement plans & 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, insurance to name a few. Securities offered through Money Concepts Capital Corp. Member FINRA/SIPC. Complete confidentiality 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. TAX BENEFICIAL IDEAS:  | Businesses: Roth 401(k) - yes, APEXX offers them and much more. Individuals: Roth IRAs and the other accounts available. Lets discuss and compare your options. |
CONVENIENCE & SIMPLICITY: | That's what keeps customers coming back. Michael Wentland has been in the financial services business since 1997. Showing his commitment to his customers by listening to their needs before any recommendations are made. His approach to business is to understand, then recommend. His deep rooted family values has helped him to work with many satisfied customers. |
How APEXX Strategic Wealth Management, Inc. came to be: 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. 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! (608) 254-6600 APEXX BEING INVOLVED IN THE COMMUNITY  
   
 
| Working towards LIFELONG FINANCIAL SECURITY for every customer. Licenses: ► Series 7 – General Securities Representative ● allows the holder to sell all types of securities ► Series 63 – Uniform State Law ● allows the holder to solicit orders for any type of security in a particular state ► Series 65 – Investment Advisor Representative license ● allows for fee based financial planning with clients. Up to the client if they prefer to work this way. ► Health & Life Insurance Awards & Achievements: ► Money Concepts International top 1% producer (#6 out of 635 reps) in 2011 ► Money Concepts International 2010 Special Honor Clubs Award - Millionaires Club - Century Club - Professionals Club - Eagles Club ► Money Concepts International 2009 Special Honor Clubs Award - Millionaires Club - Century Club - Professionals Club - Eagles Club ► Money Concepts International 2008 Special Honor Clubs Award - Millionaires Club - Century Club - Professionals Club - Eagles Club ► Money Concepts International 2007 Special Honor Clubs Award - Millionaires Club - Century Club - Professionals Club - Eagles Club ► Money Concepts International 2006 Special Honor Clubs Award - Millionaires Club - Professionals Club - Eagles Club ► Hartford Member of The Leadership Council 2009 ► Hartford Funds/Planco Member of The Monarch Society 2006, 2007, 2008 ► Mauston Chamber of Commerce Board of Directors 2006-present ► American Funds All-American Team 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007 - program ended in 2007 ► M&I Corporation's Annual #1 Producing Investment Representative
► Pacific Life Advisory Council 2004, 2005, 2006, 2007 ► M&I Critical Linkages Award 2004 ► M&I President’s Award ► Hartford Leadership Council 2001, 2002, 2003, 2004 ► Hartford Leadership Society 2003 ► Nationwide Circle of Excellence 2003 ► Mauston Area Chamber of Commerce Board of Directors 2000-2003 ► Bachelor of Business Administration (Finance & Marketing double major)
Community Involvement: ► Mauston iLead Charter School founders team - Governance Council ► Adopt a Highway - Highway 58 North of Mauston ► Juneau County EAA Chapter 1365 ► Kiwanis Club ► Madison Area Builders Association (MABA) ► Mauston Area Chamber of Commerce ► Adams/Friendship Area Chamber of Commerce ► New Lisbon Area Chamber of Commerce ► Lodi Area Chamber of Commerce ► Wisconsin Dells Area Visitor & Convention Bureau |
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