Edward Jones - Financial Advisor: David T Wendland, CFP®|AAMS®|CRPC™

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax planning

About

David T Wendland is a Certified Financial Planner (CFP®) and financial advisor based in De Pere, Wisconsin. He provides personalized financial planning and investment guidance to clients in the local area. David specializes in retirement preparation, education savings, and tax-smart investing strategies. He believes in the importance of face-to-face conversations to understand and meet the financial goals of individuals and families.

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