Unclaimed Profile

Brenda Lee Echeverria

WEA FINANCIAL ADVISORS, INC.·MADISON, Wisconsin

SIE, Series 6, Series 7, Series 63, Series 65Clean record22 years registeredWEA FINANCIAL ADVISORS, INC.

660 JOHN NOLEN DRIVE, MADISON, WI 53713CRD# 4375224Firm CRD# 144919

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brenda Lee Echeverria · MADISON, WI

Registration

CRD #4375224 · WEA FINANCIAL ADVISORS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEA FINANCIAL ADVISORS, INC.

WEA FINANCIAL ADVISORS, INC.

Dec 2014 – Dec 2024

MADISON, WI

H.D. VEST ADVISORY SERVICES, INC

Jan 2004 – Jul 2008

MADISON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · January 21, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEA FINANCIAL ADVISORS, INC.

CRD 144919 · SEC 801-118359

AUM

$472M

Regulatory assets under management

Employees

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. →

Introduction

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Frequently Asked Questions

What services does Brenda Lee Echeverria offer?

Brenda Lee Echeverria specializes in Financial Planning, Investment Management, Retirement Planning.

What are Brenda Lee Echeverria's credentials?

Brenda Lee Echeverria is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brenda Lee Echeverria located?

Brenda Lee Echeverria is based in MADISON, Wisconsin, last registered with WEA FINANCIAL ADVISORS, INC..

How does Brenda Lee Echeverria charge for services?

Brenda Lee Echeverria'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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