Brenda Echeverria, financial advisor Madison WI

Brenda Echeverria

CRD Number: 4375224
Current Firm: Wea Financial Advisors, Inc.

Brenda Echeverria (CRD# 4375224) is an Investment Advisor Representative working at Wea Financial Advisors, Inc. in Madison, WI and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Wea Member Benefits Madison, WI Mar 2013 - Current 11
Wea Investment Services, Inc. Madison, WI Jun 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Brenda L. Echeverria
Phone Number: 800-279-4030
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    400
    MILLIONS
  • Total Number of Accounts
    666
    ACCOUNTS
  • Average Account Value
    $601,306
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States

AK, AZ, CA, CO, FL, IL, LA, MI, MN, NE, NH, NV, TX, WI

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