Kristian LeeCRD Number: 5937659
Current Firm: Wea Financial Advisers, Inc.
Kristian Lee (CRD# 5937659) is an Investment Advisor Representative working at Wea Financial Advisers, Inc. in Madison, WI and has over 5 years of experience in the finance industry.
Fiscal Fitness, LLC
Enrich Financial Partners LLC
|Wea Member Benefits||Madison, WI||Feb 2016 - Current||1|
|Harbour Investments, Inc.||Madison, WI||Dec 2012 - Feb 2016||3|
|Glp Wealth Management||Madison, WI||Dec 2012 - Feb 2016||3|
|Various Insurance Carriers For W&r Insurance Agencies||Madison, WI||Aug 2011 - Dec 2012||1|
|Waddell & Reed, Inc.||Madison, WI||Jun 2011 - Dec 2012||1|
|Unemployed||Madison, WI||Dec 2010 - Jun 2011||< 1|
|Uw Of Milwaukee||Milwaukee, WI||Jun 2010 - Dec 2010||< 1|
|Unemployed||Madison, WI||Jun 2006 - Jun 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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