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Boyd Griswold Bender

WEA FINANCIAL ADVISORS, INC.·MADISON, Wisconsin
SIE, Series 6, Series 7, Series 24, Series 63ChFCClean recordWEA FINANCIAL ADVISORS, INC.
660 JOHN NOLEN DRIVE, MADISON, WI 53713CRD# 3082505Firm CRD# 144919

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Boyd Griswold Bender · MADISON, WI
Registration
CRD #3082505 · WEA FINANCIAL ADVISORS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Registration record
Professional designation · ChFC
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WEA FINANCIAL ADVISORS, INC.
CRD 144919 · SEC 801-118359
AUM
$472M
Regulatory assets under management
Employees
3
587 client accounts
Services offered by WEA FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at WEA FINANCIAL ADVISORS, INC. →
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Frequently Asked Questions

What services does Boyd Griswold Bender offer?
Boyd Griswold Bender specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MADISON, Wisconsin for a consultation.
What are Boyd Griswold Bender's credentials?
Boyd Griswold Bender holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Boyd Griswold Bender located?
Boyd Griswold Bender is based in MADISON, Wisconsin, working with WEA FINANCIAL ADVISORS, INC.. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Boyd Griswold Bender charge for services?
Boyd Griswold Bender's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEA FINANCIAL ADVISORS, INC.?
WEA FINANCIAL ADVISORS, INC. has approximately 3 employees and manages $472M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEA FINANCIAL ADVISORS, INC.

Rhonda Marie Scheel
MADISON, WI
Brenda Lee Echeverria
MADISON, WI

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