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Rhonda Marie Scheel

WEA FINANCIAL ADVISORS, INC.·MADISON, Wisconsin
SIE, Series 7, Series 24, Series 27, Series 63, Series 99TOClean recordWEA FINANCIAL ADVISORS, INC.
660 JOHN NOLEN DRIVE, MADISON, WI 53713CRD# 4062126Firm CRD# 144919

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rhonda Marie Scheel · MADISON, WI
Registration
CRD #4062126 · WEA FINANCIAL ADVISORS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 63
Series 99TO
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. →
Introduction

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Frequently Asked Questions

What services does Rhonda Marie Scheel offer?
Rhonda Marie Scheel specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in MADISON, Wisconsin for a consultation.
What are Rhonda Marie Scheel's credentials?
Rhonda Marie Scheel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rhonda Marie Scheel located?
Rhonda Marie Scheel 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 Rhonda Marie Scheel charge for services?
Rhonda Marie Scheel'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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