Full Service Personal & Business Financial Planning & Investment Accounts
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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!

 

Michael D. Wentland

Wealth Manager/Owner

Michael@Wentland.com

                        

Jeanne M. Wentland

Office Administrator

Jeanne@Wentland.com

 

Phone: (608) 254-6600 

(reaches all 3 offices) 

Fax: (608) 254-4033

What is your current strategy to assure lifestyle sustaining income for the rest of your life?

SymbolPriceChange% Chg
$DJI8,769.70-245.40-2.72%
$INX906.65-28.05-3.00%
$COMPX1,599.06-53.32-3.23%
Quotes are by IDC Comstock and are delayed 20 minutes.
Fund prices are from Morningstar.

 

Here's a quick link for Kalahari employees to log into their 401k account:
 
 
Kalahari Employees - click your logo above to log in.
Money Concepts International - APEXX's Broker Dealer
http://www.moneyconcepts.com
WentLand-Scaping  - Don't forget to mention your APEXX discount.
http://www.wentland-scaping.com

 

- OFFICES -     

 

LAKE DELTON/WISCONSIN DELLS - MAP

(Across from downtown Denny's)

EVERY MONDAY, TUESDAY & WEDNESDAY

11 West Munroe Street, PO Box 8

Lake Delton, WI 53940

 

ADAMS/FRIENDSHIP - MAP

(inside Pollex Law Office)

EVERY THURSDAY

313 South Main St

Friendship, WI 53934

 

MAUSTON/NEW LISBON - MAP (NOTE! Google mark on map needs be only 3 miles north of Mauston K-Mart - not by Cty Rd G as Google thinks)

(3 miles North of Mauston K-Mart)

BY APPOINTMENT ONLY

N5615 State Rd 58

New Lisbon, WI 53950

 

MADISON/LODI

BY APPOINTMENT ONLY

Office coming soon

 TAX BENEFICIAL IDEAS:

 

 

Businesses:  Roth 401(k) - yes, APEXX offers them and much more.

 

Individuals:  Would you like to hold properties inside your IRA?  Lets discuss 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.

 

This website is here for you, if you would like to see anything added or changed, simply let us know and we will do our best to accommodate your request.