Kristian Lee, financial advisor Madison WI
93 score

Kristian Lee

CRD 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 6 years of experience in the finance industry.

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Company Name Location Dates Years
Wea Member Benefits Madison, WI Feb 2016 - Current 2
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
Contact Info for Kristian T. Lee
Phone Number: 800-279-4030
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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