Wea Financial Advisors, Inc.

Wea Financial Advisors, Inc. (CRD# 144919) is a financial advisory firm headquartered in Madison, WI. They manage $400,469,937 in 666 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    400
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Wea Financial Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Brenda L. Echeverria
CRD#: 4375224
660 John Nolen Drive, Madison, WI 53713

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.

2
Anna K. Edelstein
CRD#: 5969791
660 John Nolen Drive, Madison, WI 53713

Anna Edelstein (CRD# 5969791) is an Investment Advisor Representative working at Wea Financial Advisors, Inc. in Madison, WI and has over 12 years of experience in the finance industry.

3
Andrea L. Hartwig
CRD#: 4609529
660 John Nolen Drive, Madison, WI 53713

Andrea Hartwig (CRD# 4609529) is an Investment Advisor Representative working at Wea Financial Advisors, Inc. in Madison, WI and has over 18 years of experience in the finance industry.

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