Michael Daniel Wentland

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2006 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL

Other Businesses

1.APEXX,LLC, NON INVESTMENT RELATED, DBA, 60% TIME SPENT CONDUCTING THIS ACTIVITY. 2.APEXXmas Tree Farm., N 5615 STATE ROAD 58, NEW LISBON, WI 53950, NON INVESTMENT RELATED, OWNER OR SHAREHOLDER, 20 HRS. MO. CONDUCTING THIS ACTIVITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-11
• S63 Uniform Securities Agent State Law Examination
  1998-09-02

Other Names

• Michael Daniel Wentland
• Michael Daniel Wentland