Full Service Personal & Business Financial Planning & Investment Accounts

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

 

"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."

 

"In the confrontation between the river and the rock, the river always wins... not through strength but by perseverance."

...popular sayings that identify the essence of APEXX.

 

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

Senior Wealth Manager/Owner

Michael@Wentland.us

                    

Jeanne M. Wentland

Office Administrator

Jeanne@Wentland.us

 

Abbey Wentland

Financing Planner @ Fairway

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

SymbolPriceChange% Chg
$DJI9,908.39-103.84-1.04%
$INX1,056.74unch0.00%
$COMPX2,126.05unch0.00%
Quotes are by IDC Comstock and are delayed 20 minutes.
Fund prices are from Morningstar.

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

Lake Delton, WI
Updated Tuesday, February 09, 2010 2:13 AM
Snow
Snow
23°FHigh: 24°F
Low: 15°F
Wind: 7 mph
Humidity: 93%
Partly Cloudy
Wednesday
21° / 
Partly Cloudy
Thursday
18° / 
Snow
Friday
21° / 13°
Partly Cloudy
Saturday
24° / 12°
MSN WeatherData provided by WDT

 

Here's a quick link for Kalahari employees to log into their 401k account:
 
 
Kalahari Employees - click your logo above to log in.  Or call 800-451-2865 to get a live representative at AMI to answer your questions.

Money Concepts International - APEXX's Broker Dealer
WentLand-Scaping  - Don't forget to mention your APEXX discount.

 

Help APEXX go green - for correspondence, please confirm your preferred email address by emailing michael@wentland.com

Phone: (608) 254-6600 

Fax: (608) 254-4033

(reaches all 3 offices)

 

- ALL OFFICES MAP - 

 

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 - MAP

(3 miles North of Mauston K-Mart)

BY APPOINTMENT ONLY

*ONLY MAIL to the Lake Delton address*

N5615 State Road 58

New Lisbon, WI 53950

 

ADAMS/FRIENDSHIP - MAP

(inside Pollex Law Office)

EVERY THURSDAY

*ONLY MAIL to the Lake Delton address*

313 South Main St

Friendship, WI 53934

 

MADISON/LODI - MAP

*ONLY MAIL to the Lake Delton address*

BY APPOINTMENT ONLY

 

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.

 

 

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