WEA FINANCIAL ADVISORS, INC.

WEA FINANCIAL ADVISORS, INC. of MADISON, WI is an SEC-registered investment adviser (CRD 144919). Regulatory assets under management: $507.8M.

Registration

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.

NameRoleLocation
David Roy KijekCEO—
Boyd Griswold BenderCHIEF COMPLIANCE OFFICER—
Kristina Rae SchillerSECRETARY—
Mary Ellen HoffmannCHIEF FINANCIAL OFFICER—
Maiwa LorTRUSTEE—
Suzanne Lee BrownTRUSTEE—
Peggy Lynn Olsen-WirtzTRUSTEE—
Nathan Lake UgoretzTRUSTEE—
Thomas Jon WilcoxTRUSTEE—
Jesse Andrew MartinezTRUSTEE—
Kathleen Trudeau MahoneyTRUSTEE—
Robert John LehmannTRUSTEE—
BROWN TIMOTHY LEETRUSTEE—
MARTIN CHARLES EUGENETRUSTEE—
MCGRATH MICHAEL JOHNTRUSTEE—
ECHEVERRIA BRENDA LEECHIEF COMPLIANCE OFFICER—
MARTIN MARK ETRUSTEE—
KIJEK DAVIDCEO—
BACHIM MERRYSECRETARY—
LEHMANN ROBERT JOHNTRUSTEE—
STELTER ELAINE CAROLTRUSTEE—
SMITS CLAYTON EVERSONTRUSTEE—
SCHEEL RHONDA MARIECHIEF FINANCIAL OFFICER—
HUENINK JANET SHIRLEYTRUSTEE—
BENDER BOYD GRISWOLDCHIEF COMPLIANCE OFFICER; DIRECTOR—

More on this firm