WEA FINANCIAL ADVISORS, INC. - Financial Advisor in Wisconsin, Madison

Tel: 800-279-4030 660 John Nolen Drive Madison, Wisconsin 53713

About WEA FINANCIAL ADVISORS, INC.

WEA FINANCIAL ADVISORS, INC. is a Madison, Wisconsin based financial advisory firm with nearly $472,404,489 in assets under management and provides investment advisory services for 587 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

144919

Firm SEC#:

801-118359

Assets Under Management:

$472,404,489

No. of Clients:

587

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Other (RETIREMENT INCOME AND DISTRIBUTION ANALYSIS AND PERSONAL INVESTMENT ACCOUNTS)

Fee Structure:

A percentage of AUM, Hourly charges

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