Wfa Asset Management Corp

Wfa Asset Management Corp (CRD# 106102) is a financial advisory firm headquartered in Whitefish Bay, WI. They manage $373,894,502 in 1,395 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
633 E. Henry Clay Street, Whitefish Bay, WI 53217
https://www.linkedin.com/company/wfa-asset-management
By the Numbers
  • Total Assets Under Management
    374
    MILLION
  • Total Number of Accounts
    1,395
    ACCOUNTS
  • Average Account Value
    $268,025
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
The map below shows states where this firm has explicit registration only.

FL, IL, TX, WI

Financial Advisors at Wfa Asset Management Corp
Showing 1 - 4 of 4 top financial advisors.
1
Marilou Davido, financial advisor Whitefish Bay WI
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 6 years of experience in the finance industry.

2
Nicholas Enea, financial advisor Whitefish Bay WI
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 29 years of experience in the finance industry.

3
Jake Janicek, financial advisor Whitefish Bay WI
Jake R. Janicek
CRD#: 7299969
633 E. Henry Clay Street, Whitefish Bay, WI 53217

Jake Janicek (CRD# 7299969) is an Investment Advisor Representative working at Wfa Asset Management Corp in Whitefish Bay, WI and has 1 year of experience in the finance industry.

4
Ryan Komas, financial advisor Whitefish Bay WI
Ryan J. Komas
CRD#: 7837141
633 E. Henry Clay Street, Whitefish Bay, WI 53217

Ryan Komas (CRD# 7837141) is an Investment Advisor Representative working at Wfa Asset Management Corp in Whitefish Bay, WI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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