Wendy VanAntwerp, CFP®
Operations Manager / LPL Financial Advisor
Wendy VanAntwerp joined the Center for Wealth Planning Advisors, Inc. in 2012, which later became America Group Retirement Strategy Centers. As an Operations Manager, she is responsible for quality assurance and oversight of the firm’s daily operations and business activities, including compliance support, client services, project management, and supports financial advisors transitioning to LPL Financial. She holds her Series 7 and 66 securities registrations with LPL Financial and has her life and health insurance license. Her proficiency across all aspects of operations management, quality control, and client care help to ensure a smooth, efficient, and enjoyable experience for our team members and clients.
Wendy is also a financial advisor and CERTIFIED FINANCIAL PLANNER™. She also holds additional credentials including Accredited Portfolio Management Advisor (APMA®), and Chartered Retirement Planning Counselor (CRPC®) .
In her free time, Wendy enjoys traveling, home improvement projects, and anything outdoors, especially when she can bring along her two pups. Some activities they enjoy together include kayaking, hiking, camping, and swimming.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
America Group Retirement Strategy Centers © 2020. All Rights Reserved.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.