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Financial ADVSR advisor directory · SEC adviser records

Wea Financial Advisors, Inc. financial advisors in Madison, WI

Every SEC-registered investment adviser representative at a Wea Financial Advisors, Inc. office in Madison, A to Z.

The short answer

3 registered advisors work at Wea Financial Advisors, Inc. in Madison, out of 4 at the firm nationwide; it ranks number 57 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

Wea Financial Advisors, Inc. advisors in Madison, A to Z

Every Wea Financial Advisors, Inc. advisor →

Wea Financial Advisors, Inc. advisors in every city and state →Wea Financial Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Wea Financial Advisors, Inc. advisors in other cities

Cottage Grove, WI 1

Other firms in Madison

All Madison advisors →

LPL Financial LLC 55Ameriprise Financial Services, LLC 38UBS Financial Services Inc. 28Edward Jones 25Pfs Investments Inc. 23Madison Partners 18Osaic Wealth, Inc. 18Harbour Investments, Inc. 17Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Thrivent Investment Management Inc. 17Cetera Investment Advisers LLC 16Madison Investment Advisors, LLC 14

Questions

How many financial advisors does Wea Financial Advisors, Inc. have in Madison?

3 investment adviser representatives are registered at Wea Financial Advisors, Inc. offices in Madison, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Is Wea Financial Advisors, Inc. one of the largest advisor employers in Madison?

Wea Financial Advisors, Inc. ranks number 57 in Madison by registered advisors; LPL Financial LLC has the most, with 55.

How do I check a Wea Financial Advisors, Inc. advisor in Madison?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wea Financial Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.