

Financial Advisor
Max H Vande Slunt
CEPA®, AAMS®, CRPC™, CRPS™, AFFP®
114 Washington Ave, Waupun, WI 53963opens in a new windowAccepting New Clients
Focus Areas
- Wealth Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Charitable Giving
Focus Areas
- Wealth Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Charitable Giving
Financial Advisor Certifications
CEPA®
Certified Exit Planning Advisor®AAMS®
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™CRPS™
Chartered Retirement Plans Specialist™AFFP®
Agriculture Focused Financial Planning™
Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Golfing
- Hockey
- Tennis
Team Members
Shelly PluimSr. Branch Office Administrator
Amy PolleschAssociate Financial Advisor
Tracie LuedtkeBranch Office Administrator
Megan WienkeBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
Phone
(920) 325-0120Fax
(866) 462-6057Office Address
114 Washington AveWaupun, WI 53963opens in a new window
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