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WEA FINANCIAL ADVISORS, INC.
WEA FINANCIAL ADVISORS, INC.
MADISON, Wisconsin
·
3 registered advisors
·
CRD# 144919
SEC# 801-118359
0
800-279-4030
01
Firm Overview
AUM
$472M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Other
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at WEA FINANCIAL ADVISORS, INC.
3 registered advisors
Boyd Griswold Bender
MADISON, Wisconsin
ChFC
CRD# 3082505
Brenda Lee Echeverria
MADISON, Wisconsin
CRD# 4375224
Rhonda Marie Scheel
MADISON, Wisconsin
CRD# 4062126
05
Office Locations
MADISON, Wisconsin
3 advisors
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Data sourced from SEC Form ADV filings. WEA FINANCIAL ADVISORS, INC. (CRD# 144919) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.