Family Wealth Advisors, LLC |
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Mike WendtRegistered Representative
Phone: (920) 699-3937 Mike began his career at a Fortune 500 company where he worked in the accounting department overseeing accounts receivable and the credit/collections department.
Upon graduation, Mike moved to the banking industry where he worked for several years with US Bank’s mutual fund services. He was the point of contact for clients of US Bancorp Fund Services, relationship managers and other internal personnel. He assisted directly with acceptance and processing of account inquiries and transactions requests from institutional level investment company shareholders. He also accepted and processed buy/sell transactions from over 70 different investment company shareholders and brokers. He was responsible for cost basis and required minimum distribution calculations in addition to fielding shareholder inquires regarding account setup and balances, fund objective and performance.
Mike provides full service financial planning services to his clients of Family Wealth Advisors and ICA, through the office in Johnson Creek, Wisconsin.
Education: BBA Finance, University of Wisconsin - Oshkosh
Registrations: Series 6, 7, 63 and 65
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6900 East Camelback Road, Suite A39 Phone: (866) 590-7123 |
Securities, advisory services and insurance products offered through Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor and affiliated insurance agencies. ICA, Unison Bank, and Family Wealth Advisors, LLC are separate companies. W. Ryan Zenk, John Oxenhandler, Jeffrey J. Biro and Mike Wendt are duly registered in the States of Arizona, California, Colorado, Illinios, Iowa, New Mexico, Oregon, Utah, Washington and Wisconsin, USA. Please disregard the contents of this website if you are a resident of any other state, country or province. Thank you for your understanding in this matter. ICA does not provide tax or legal advice. Securities and insurance products offered are: *Not Insured by FDIC or any Federal Government Agency *Not a deposit or other obligation of or guaranteed by any bank or their affiliates *Subject to risks including the possible loss of principal amount invested.