About Us
About Behrend Wealth Management
At Behrend Wealth Management, we believe that effective financial planning requires a commitment to integrity, quality, value, honesty, and vision. Our team’s approach is centered on understanding your entire financial picture—not just your investments
Our Team’s Approach
We take the time to listen to your goals, aspirations, and concerns, ensuring that every strategy we recommend aligns with your unique needs. By considering all aspects of your financial life, we aim to create a comprehensive plan that addresses your current situation while preparing for your future.
Our dedicated team is here to guide you every step of the way, providing the support you need to make informed decisions with confidence. Together, we can build a financial strategy that not only aims to meets your personalized goals but also reflects your values and vision for the future.
Our Team
Curtis Behrend, CFP
Curtis Behrend, CFP
Curtis's commitment to providing honest, client-centered advice that prioritizes the client's needs over product sales is at the core of his practice. His faith and family are the cornerstones of his life, inspiring him to seek to provide more confidence in the financial future for their loved ones.
Curtis's education and licensing background includes:
Certified Financial Planner Professional designation (obtained August 2016)
Securities Industry Essentials Examination (SIE), held with LPL Enterprise
Series 65, 7, 63, and 6 licenses, held with LPL Enterprise
Bachelor of Science in Economics from Missouri Western State University
Megan Wiederholt
Megan Wiederholt
Our Team’s Services
We offer a comprehensive range of financial services, including:
- Financial Planning Services
- Investment Management Services
- Retirement-Specific Services
- Business and Employee Services
- Wealth Management Services
- Specialized Services (e.g., Divorce Financial Planning)