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

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