WEA FINANCIAL ADVISORS, INC.
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
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)
Find & Compare Top Financial Advisors in your area
A better way to find the right financial advisor
Are you a Financial Advisor in Wisconsin?
Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?
Top Financial Advisory Firms in Wisconsin, Madison
Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM
