Michael Wendt, financial advisor Johnson Creek WI
93 score

Michael Wendt

CRD Number: 5390051
Current Firm: Investment Centers Of America, Inc.

Michael Wendt (CRD# 5390051) is an Investment Advisor Representative working at Investment Centers Of America, Inc. in Johnson Creek, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Centers Of America Johnson Creek, WI Feb 2012 - Current 4
Wisconsin Coating Contractors Johnson Creek, WI Sep 2006 - May 2013 6
Richard Wrensch Cpa Johnson Creek, WI Sep 2007 - Jan 2013 5
Investment Centers Of America Johnson Creek, WI May 2009 - Feb 2012 2
Woodbury Financial Services Johnson Creek, WI Feb 2008 - May 2009 1
Us Bancorp Fund Services Milwaukee, WI Oct 2006 - Sep 2007 < 1
Alta Resource Neenah, WI May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Michael K. Wendt
Phone Number: 866-275-4422
Registered State(s):
  • CO
  • WI
By the Numbers
  • Total Assets Under Management
    3,133
    MILLIONS
  • Total Number of Accounts
    23,134
    ACCOUNTS
  • Average Account Value
    $135,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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