Unclaimed Profile

Peggy Lynn Olsen-Wirtz

WEA FINANCIAL ADVISORS, INC.·MADISON, Wisconsin

Clean recordWEA FINANCIAL ADVISORS, INC.

660 JOHN NOLEN DRIVE, MADISON, WI 53713CRD# 7641439Firm CRD# 144919

Profile Verification

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

Identity

Peggy Lynn Olsen-Wirtz · MADISON, WI

Registration

CRD #7641439 · WEA FINANCIAL ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Peggy Lynn Olsen-Wirtz is a registered financial advisor based in MADISON, Wisconsin, affiliated with WEA FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WEA FINANCIAL ADVISORS, INC.

AUM

$472M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEA FINANCIAL ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 7641439

Firm CRD# 144919

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Peggy Lynn Olsen-Wirtz offer?

Peggy Lynn Olsen-Wirtz specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MADISON, Wisconsin for a consultation.

What are Peggy Lynn Olsen-Wirtz's credentials?

Peggy Lynn Olsen-Wirtz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peggy Lynn Olsen-Wirtz located?

Peggy Lynn Olsen-Wirtz 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 Peggy Lynn Olsen-Wirtz charge for services?

Peggy Lynn Olsen-Wirtz'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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