Stephen Wendt

Background

About Stephen Wendt

I attended Marquette University, in Milwaukee, Wisconsin, from 1958 to 1959. I then enlisted with the United States Marine Corps, serving a total of six years, four of which were active duty and two of which were inactive duty. I completed my undergraduate education at Loyola University, Chicago, Illinois, attaining a BS in 1967. Since the company’s inception, I have completed numerous educational programs on qualified and nonqualified plans, individual retirement planning, and individual retirement income distribution strategies. I hold life, accident, and health licenses in Illinois and his FINRA Series 6, 63 with LPL Financial and 65 securities registrations held with IHT Wealth Management. I have earned the Accredited Investment Fiduciary® (AIF®) designation from fi360. I have received formal training in investment fiduciary responsibility. I am a retired member of the ASPPA (American Society of Pension Professionals and Actuaries). I am a passionate motorcycle rider who has traveled through every state in our nation, and many multiple times, with my wife of 50 years on a Harley-Davidson of one kind or another. In the past, I acted as chairman for the Green Ribbon Motorcycle Rally, which ran for 10 years. The rally supported the University of Illinois Medical Center, Walter Payton Liver Center, and the Jesse Brown Chicago VA Medical Center. When at home and not on my motorcycle, I might be found with my wife attending one of my 15 grandchildren’s activities.