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.
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.