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"Nothing will work unless you do."

        -John Wooden, Basketball Coach

RETIRING?  CHANGING JOBS? 

Not at your last job?  Your 401(k) shouldn't be either.  APEXX specializes in tax-free work rollovers, as well as rate shopping.

LOOKING FOR STABILITY?  Tired of getting new advisors?   NEED A SECOND OPINION?

Mike has been in the business for over 14 years with every intention to continue for many years to come.

Being solicited to consider a "great rate" investment idea?  What’s the term?  Were you also told how your principal can fluctuate when rates change?  Do you think rates will increase or descrease going forward?  How will that affect your principal value?  Would you feel the value of your principal is more or less important then the rate you are getting?  How does inflation impact your return?  APEXX is here to help you answer these questions.  No obligation 2^nd opinion anytime you’re ready.  608-254-6600

Helping you Grow, Protect, Preserve, & Distribute wealth.  What is your current strategy to assure lifestyle sustaining income for the rest of your life?

Michael D. Wentland

Senior Wealth Manager/Owner

Michael@Wentland.us

Jeanne M. Wentland

Office Administrator

Jeanne@Wentland.us

Contact APEXX if you'd like a FREE Morningstar report on your investment.

313 Main St, Friendship, WI 53934 N5615 State Rd 58, New Lisbon, WI 53950 Madison WI, Middleton WI, Sun Prairie WI, Menona WI, Verona WI, Poynette WI, Lodi WI, Portage WI, Baraboo WI, Reedsburg WI, Adams WI, Lyndon Station WI, Mauston WI, Elroy WI, Hillsboro WI, Camp Douglas WI, Necedah WI, Hustler WI, DeForest WI, Dane WI, Sauk County, Juneau County, Columbia County

Financial Advisor Financial Adviser Financial Representative WI Lake Delton WI Wisconsin Dells WI Stockbroker Stocks Bonds Mutual Funds Wealth Manager Consultant Investments Finances Retirement Investment Advisor Madison WI Lodi WI Poynette WI Insurance College Savings Plan Planner Planning Strategies Trader Trade Trading Fund Manager

LAKE DELTON/WISCONSIN DELLS  

*ALL MAIL GOES TO THIS ADDRESS* - MAP

(across road from Downtown Denny's Diner)

11 West Munroe Ave, PO Box 8

Lake Delton, WI 53940

MAUSTON/NEW LISBON

BY APPOINTMENT

ADAMS/FRIENDSHIP

THURSDAYs BY APPOINTMENT

MADISON/LODI

BY APPOINTMENT