portrait of David T Wendland

About David

My career as an Edward Jones financial advisor began with my longtime goal of making an impact on people’s lives. What initially drew me to a career here was the culture and environment our firm created for our clients and employees. The amount of care and personalized attention that is given to each client is unsurpassed in this industry.

I value the opportunity to understand what is important to our clients by guiding them towards achieving their financial goals. I enjoy being a part of my clients' lives by building relationships with them and their families. My ideal clients are those...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • College Savings
  • Business Retirement Plans

Work History

  • Edward JonesJune 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of Wisconsin,OshkoshMaster of Business Admin
  • Univ of Wisconsin - MadisonBachelor of Business Admin

Personal Interests

  • Traveling
  • Sports Enthusiast
  • Spending Time with Family

Team Members

  • Heather Goodletson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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