# WEA FINANCIAL ADVISORS, INC.

WEA FINANCIAL ADVISORS, INC. of MADISON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 144919
- Type: SEC-registered investment adviser
- SEC file number: 801-118359
- Location: 660 JOHN NOLEN DRIVE, MADISON, WI, 53713
- Phone: 800-279-4030
- Latest filing: 2026-07-06
- Regulatory AUM: $507.8M
- Discretionary AUM: $507.8M
- Clients: 4
- Accounts: 616

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Investment cos, Other

## Officers, owners & control persons (36)

_Showing 25 of 36 people._

| Name | Role | Location |
| --- | --- | --- |
| David Roy Kijek | CEO | — |
| Boyd Griswold Bender | CHIEF COMPLIANCE OFFICER | — |
| Kristina Rae Schiller | SECRETARY | — |
| Mary Ellen Hoffmann | CHIEF FINANCIAL OFFICER | — |
| Maiwa Lor | TRUSTEE | — |
| Suzanne Lee Brown | TRUSTEE | — |
| Peggy Lynn Olsen-Wirtz | TRUSTEE | — |
| Nathan Lake Ugoretz | TRUSTEE | — |
| Thomas Jon Wilcox | TRUSTEE | — |
| Jesse Andrew Martinez | TRUSTEE | — |
| Kathleen Trudeau Mahoney | TRUSTEE | — |
| Robert John Lehmann | TRUSTEE | — |
| BROWN TIMOTHY LEE | TRUSTEE | — |
| MARTIN CHARLES EUGENE | TRUSTEE | — |
| MCGRATH MICHAEL JOHN | TRUSTEE | — |
| ECHEVERRIA BRENDA LEE | CHIEF COMPLIANCE OFFICER | — |
| MARTIN MARK E | TRUSTEE | — |
| KIJEK DAVID | CEO | — |
| BACHIM MERRY | SECRETARY | — |
| LEHMANN ROBERT JOHN | TRUSTEE | — |
| STELTER ELAINE CAROL | TRUSTEE | — |
| SMITS CLAYTON EVERSON | TRUSTEE | — |
| SCHEEL RHONDA MARIE | CHIEF FINANCIAL OFFICER | — |
| HUENINK JANET SHIRLEY | TRUSTEE | — |
| BENDER BOYD GRISWOLD | CHIEF COMPLIANCE OFFICER; DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144919/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144919/similar
- Related entities: https://search.stillhousedata.com/firm/144919/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144919

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.