Nicholas Wendt CFP®
I am a Wealth Advisor and CFP® here at Straight Arrow Financial Group. As we all know, the only guarantee in life is change. Through wholistic financial planning, my job is to help you put that plan in place so that you can work towards your financial goals no matter what life may throw at you.
Before becoming a part of the Straight Arrow team in January 2014, I spent a short stint at GE Healthcare after graduating college. In 2018, I earned my CERTIFIED FINANCIAL PLANNER™ certification and took on the role of Wealth Advisor. I also spearhead the Enhanced Trading tool which more effectively aids us in our portfolio construction and implementation.
I grew up in Cedar Grove, WI where I continue to live and have been a homeowner for the last two years. I graduated from the University of Wisconsin-Milwaukee with a major in Finance and minor in Economics. I stay actively involved with my high school wrestling team where I have been a coach for the last 12 years. When I am not in the office you can either find me on the softball field or golf course in the summer, or when the temperatures begin to drop out in the woods hunting.
While I got into the industry because of my interest in investing, I quickly learned that it is the relationships created that make this such a rewarding career. I look forward to helping you make your financial and personal goals a reality.