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Michael Daniel Wentland

Money Concepts Capital Corp.

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About Michael Daniel Wentland

Michael Wentland is a financial advisor with Money Concepts Capital Corp. based in PALM BEACH GARDENS, FL. Michael Wentland has been in the industry since 1998 and has registrations in 14 states. Michael Wentland is currently registered with Money Concepts Capital Corp., but has previously worked for LINSCO/PRIVATE LEDGER CORP., M&I BROKERAGE SERVICES, INC. and PAINEWEBBER INCORPORATED.

Firm Information

Michael Wentland is currently registered with Money Concepts Capital Corp.. Money Concepts Capital Corp. is a corporation formed in 1982 and headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Money Concepts Capital Corp. is registered with the SEC and in 53 states. They have over 400 licensed agents and manage over $2.9 billion in assets.
Money Concepts Capital Corp.

11440 JOG ROAD

PALM BEACH GARDENS, FL 33418

$2.90B

Assets Under Management

1,239

Total Clients

443

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Michael Wentland’s Registration & Firm History

FL

05/19/2006 - Present

Money Concepts Capital Corp. (PALM BEACH GARDENS FL)

WI

09/20/2005 - 05/23/2006

LINSCO/PRIVATE LEDGER CORP. (NEW LISBON WI)

WI

10/28/1999 - 07/18/2005

M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)

NJ

08/27/1998 - 10/25/1999

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 09/11/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Daniel Wentland.
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