Kelby Wendzel

About Kelby Wendzel

Kelby helps successful families and business owners make smart decisions with their money. He develops and helps implement strategies in the areas of investing, tax minimization, risk management, charitable giving, and estate planning.

Experience

1. Certified Financial Planner

   Verso Financial, Llc

   Jul 2012 — Present · Mishawaka, IN

   Kelby Wendzel offers products and services using the following business names: Verso Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Verso Financial. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.

Education

• Purdue University

  Bachelor of Science, Financial Planning and Counseling

  2010 — 2013