Wfa Asset Management Corp

Wfa Asset Management Corp (CRD# 106102) is a financial advisory firm headquartered in Whitefish Bay, WI. They manage $289,478,692 in 430 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    289
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, TX, WI

Financial Advisors at Wfa Asset Management Corp
Showing 1 - 3 of 3 top financial advisors.
1
Marilou Davido
CRD#: 6785910
633 E. Henry Clay Street, Whitefish Bay, WI 53217

Marilou Davido (CRD# 6785910) is an Investment Advisor Representative working at Wfa Asset Management Corp in Whitefish Bay, WI and has over 3 years of experience in the finance industry. Marilou Davido 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.

2
Nhi V. Duong
CRD#: 6787177
633 E. Henry Clay Street, Whitefish Bay, WI 53217

Nhi Duong (CRD# 6787177) is an Investment Advisor Representative working at Wfa Asset Management Corp in Whitefish Bay, WI and has over 2 years of experience in the finance industry.

3
Nicholas Enea
CRD#: 2558016
633 E. Henry Clay Street, Whitefish Bay, WI 53217

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.