Full text of WEA INVESTMENT SERVICES, INC.'s X-17A-5/A filed 2025-03-04 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ **FINANCIAL REPORT** December 31, 2024  {1}------------------------------------------------ | SEC FILE NUMBER | | |-----------------|--| | 8-65926 | | | | | (No. and Street) | | | | |--------------------------------------------------|--|------------------------------------------------------------|-------------------------|--------------------------------------------|--| | Madison | | WI | | 53713 | | | (City) | | (State) | (Zip Code) | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | 608-709-4602<br>Boyd Bender | | | bbender@weabenefits.com | | | | (Name) | | (Area Code - Telephone Number) | | (Email Address) | | | | | B. ACCOUNTANT IDENTIFICATION | | | | | Ryan & Juraska LLP, CPAs | | | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | 141 W. Jackson Boulevard | | Chicago | IL | 60604 | | | (Address) | | (City) | (State) | (Zip Code) | | | March 24, 2009 | | | 3407 | | | | (Date of Registration with PCAOB)(if applicable) | | | | (PCAOB Registration Number, if applicable) | | | | | FOR OFFICIAL USE ONLY | | | | | | | | | | | {2}------------------------------------------------ | swear (or affirm) that, to the best of my knowledge and belief, the<br>Boyd Bender | | | | | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--|--|--|--| | financial report pertaining to the firm of WEA Investment Services, Inc.<br>. as of | | | | | | 12/31<br>, 2024 | | | | | | partner, officer, director, or equivalent person, as the case may be, has any proprietary interest in any account classified solely | | | | | | as that of a customer. | | | | | | | | | | | | Signature: | | | | | | | | | | | | litle: | | | | | | Birth to any<br>President | | | | | | | | | | | | Notary Public | | | | | | | | | | | | This filing** contains (check all applicable boxes)? | | | | | | (a) Statement of financial condition. | | | | | | [] (b) Notes to consolidated statement of financial condition. | | | | | | (c) Statement of income (loss) or, if there is other comprehensive income in the period(s) presented, a statement of | | | | | | comprehensive income (as defined in § 210.1-02 of Regulation S-X). | | | | | | (d) Statement of cash flows. | | | | | | [e] Statement of changes in stockholders' or partners' or sole proprietor'…Read the full text as markdown