

Overland Park
KS
66212
Professions
About Me
Workshops Offered
Wendall is an independent investment, retirement, financial and estate planner with Summit Pointe
Financial..
Wendall started his career 1/1991 in the financial and insurance industry. Wendall has helped
individuals, families and business develop and implement financial and insurance plans to achieve their
personal and business goals and objectives.
Wendall is currently an Investment Advisor Representative with Summit Pointe Financial. He currently
holds his Series 7, 65 and 63 licenses. Wendall spent 10 years with John Hancock as a registered
representative and financial advisor and 12 years with Transamerica who he left in 2016 after they
were acquired by Signator Investors. Early in his career, he spent 5 years at the Trust Department at a
local bank doing accounting for qualified retirement plans for both small and large businesses.
Wendall graduated from Kansas State University in 1986 with a Bachelors of Science in Business
Administration with a focus on finance. Wendall continues to enhance his education having earned his
CLU® desingation and working to complete the required courses for the ChFC® designation.
Wendall has been happily married to his beautiful bride, Marci since 1990. Wendall and Marci have
three sons, their oldest son works in construction, middle son graduated from Emporia with three art
degrees and works at a local glass blowing company in KC their youngest graduated from Kansas State
in 2022 with a degree in Geology. All three boys are Eagle Scouts, something Wendall and Marci are
very proud of.
In his spare time, Wendall enjoys spending time with his family. Wendall is a huge fan of the outdoors,
most weekends you will find him fishing or hunting.
Securities offered through The O.N. Equity Sales Company. Member FINRA/SIPC. One Financial Way, Cincinnati, Ohio 45242. (877) 66