Nicholas Enea, financial advisor Whitefish Bay WI

Nicholas Enea

CRD Number: 2558016
Current Firm: Wfa Asset Management Corp

Nicholas Enea (CRD# 2558016) is an Investment Advisor Representative working at Wfa Asset Management Corp in Whitefish Bay, WI and has over 26 years of experience in the finance industry. Nicholas Enea has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wfa Asset Management Milwaukee, WI Sep 1994 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1995
S65 NASAA Investment Advisors Law Examination Oct 1994
Contact Info for Nicholas Enea
Phone Number: 414-727-8181
Firm Website: https://wfa-asset.com
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    289
    MILLIONS
  • Total Number of Accounts
    430
    ACCOUNTS
  • Average Account Value
    $673,206
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
  • Other
Types of Clients
Registered States

CA, FL, IL, TX, WI

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