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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wendt is a financial advisor with Cambridge Investment Research Advisors, Inc. Michael is a registered representative with the state of Wisconsin, and Texas. Michael has been in the financial industry since 2008. Before joining Cambridge Investment Research Advisors, Inc., Michael was a registered representative with Investment Centers of America, Inc. and Woodbury Financial Services, Inc. Michael has a Series 6, 7, 63 and 65 licenses. Michael specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Michael provides services to individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WI
10/20/2017 - Present
Cambridge Investment Research Advisors, Inc. (Johnson Creek WI)
WI
05/28/2009 - 10/20/2017
INVESTMENT CENTERS OF AMERICA, INC. (JOHNSON CREEK WI)
WI
02/14/2008 - 05/29/2009
WOODBURY FINANCIAL SERVICES, INC. (JOHNSON CREEK WI)
ME
08/09/2007 - 09/14/2007
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
IA
Issued 02/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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