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WEA FINANCIAL ADVISORS, INC.
WEA FINANCIAL ADVISORS, INC.
MADISON, Wisconsin
·
19 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
19
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.
19 registered advisors
Boyd Griswold Bender
MADISON, Wisconsin
CRD# 3082505
Brenda Lee Echeverria
MADISON, Wisconsin
CRD# 4375224
Clayton Everson Smits
MADISON, Wisconsin
CRD# 2740082
David Roy Kijek
MADISON, Wisconsin
CRD# 4853017
Elaine Carol Stelter
MADISON, Wisconsin
CRD# 2740083
Janet Shirley Huenink
MADISON, Wisconsin
CRD# 6319296
Jesse Andrew Martinez
MADISON, Wisconsin
CRD# 7977660
Kristina Rae Schiller
MADISON, Wisconsin
CRD# 7719055
Maiwa Lor
MADISON, Wisconsin
CRD# 7786308
Mary Ellen Hoffmann
MADISON, Wisconsin
CRD# 4514215
Merry Bachim
MADISON, Wisconsin
CRD# 5404770
Nathan Lake Ugoretz
MADISON, Wisconsin
CRD# 7641425
Patrick John Mcgrath
MADISON, Wisconsin
CRD# 4658916
Peggy Lynn Olsen-Wirtz
MADISON, Wisconsin
CRD# 7641439
Rhonda Marie Scheel
MADISON, Wisconsin
CRD# 4062126
Robert John Lehmann
MADISON, Wisconsin
CRD# 4658894
Ronald Eugene Martin
MADISON, Wisconsin
CRD# 6179263
Suzanne Lee Brown
MADISON, Wisconsin
CRD# 4658887
Thomas Jon Wilcox
MADISON, Wisconsin
CRD# 7977638
05
Office Locations
MADISON, Wisconsin
19 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
.