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  3. About Mark Wendell

About Mark Wendell

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Mark Wendell

(805) 230-1908
(805) 402-8642
mark@mdwealthpartners.com

MD Wealth Partners, Inc. is a Registered Investment Advisor.
For more than two decades Mark Wendell has used his expertise in helping individuals and families reach and exceed their financial
planning goals. By utilizing a collaborative team approach, that is using professionals in other disciplines, he has drawn the attention of those with substantial assets and worked closely with them to draft, launch and maintain a plan.

“As a licensed financial advisor” he explains, “my commitment is to spend the necessary time to fully understand your financial concerns and work in partnership with you to develop a customized plan. As our relationship grows over time, I am confident that I will be able to assist you as your circumstances change and advise you on appropriate adjustments to your long term strategies.”

Licenses and Affiliations

  • Firm – Registered Investment Advisor
  • Registered Financial Consultant RFC®
  • Registered Fiduciary RFTM
  • Series 63 – Uniform State Law
  • Series 65 – Investment Advisor Representative
  • College for Financial Planning - Graduate 
  • CFP Certification Professional Education Program
  • Graduate of Northern State University, Bachelor of Science
  • Formerly held Commercial Pilot Aviation Certificate
  • Formerly held Series 7 – General Securities Representative
  • Formerly held California Life Insurance License
  • Formerly held California Real Estate License
Photo of team member

Nick Willenbring

310-855-3279
nick@mdwealthpartners.com

Having achieved more than a decade of Wall Street experience, Nick brings an abundance of knowledge and heart into every client relationship. He is a trusted Investment Advisor to clients of varying backgrounds and occupations, where integrity and unbiased advice is of paramount importance. His personalized exceptional service style provides a solid trusting foundation upon which clients feel secure and confident that they are in good hands. Nick understands that the most important role an Investment Advisor may play with a client is that of a listening confidante' when discussing their circumstances, concerns and aspirations, and he knows that listening is vital to achieving success for his clients. A collaborative approach to working with his client's certainly supports his goal of attempting to optimize his Investment Advisor role to support all of his clients' financial needs. Nick formerly held a Series 7 General Securities license, and currently holds a Series 63 Uniform State Law and Series 65 Investment Advisor Representative license and a California Life Insurance License. Nick graduated from the University of California Los Angeles with a Bachelor of Arts degree.

Contact Mark Wendell Today! | Phone: (805) 230-1908 | E-mail: mark@mdwealthpartners.com

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2945 Townsgate Road, Suite 200
Westlake Village, California
91361 United States

  •  Tel: (805) 230-1908
  •  Cell: (805) 402-8642
  •  mark@mdwealthpartners.com
  •  

MD Wealth Partners, Inc. is a Registered Investment Advisor. The information contained in this advertisement is not a solicitation to purchase or sell investments.  Investing involves risks and there is always the potential of losing money when you invest. Specific investments may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an individual investor's circumstances and objectives.  

 

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