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About APEXX Strategic Wealth Management, Inc:

(Click sub-tabs above for specific membership details and photos)

 

       

 

 

 

 

 

 

 

 

 

 

     

 

 

 

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 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:

► 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

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 Daniel & Jean Wentland 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 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.  Soon a second M&I investment advisor retired and Mike overtook that book of business as well.  Mike's relationship with M&I lasted for about six years, growing that book of business to almost $80million dollars in assets under management.  Mike was the number one producing Investment Representative with M&I Brokerage for consecutive years.  Then in September of 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