Mark Wendell

(805) 230-1908

MD Wealth Partners, Inc. is a Registered Investment Advisor.
For more than two decades Mark Wendell has used his expertise in helping individuals and families reach and exceed their financial
planning goals. By utilizing a collaborative team approach, that is using professionals in other disciplines, he has drawn the attention of those with substantial assets and worked closely with them to draft, launch and maintain a plan.

“As a licensed financial advisor” he explains, “my commitment is to spend the necessary time to fully understand your financial concerns and work in partnership with you to develop a customized plan. As our relationship grows over time, I am confident that I will be able to assist you as your circumstances change and advise you on appropriate adjustments to your long term strategies.”

Licenses and Affiliations

  • Firm – Registered Investment Advisor
  • Registered Financial Consultant RFC®
  • Registered Fiduciary RFTM
  • Series 63 – Uniform State Law
  • Series 65 – Investment Advisor Representative
  • College for Financial Planning - Graduate 
  • CFP Certification Professional Education Program
  • Graduate of Northern State University, Bachelor of Science
  • Formerly held Commercial Pilot Aviation Certificate
  • Formerly held Series 7 – General Securities Representative
  • Formerly held California Life Insurance License
  • Formerly held California Real Estate License