WEA Investment Services, Inc.
Firm details
- Headquarters
- Madison, Wisconsin
- CRD number
- 126907
- Registered since
- May 14, 2003
- Website
- weabenefits.com
Firm profile
FINTRXOverview
WEA Investment Services, Inc. is organized as a corporation and has been SEC-registered since 2003. FINTRX classifies the firm as "Unclassified" and records its ownership as a domestic entity and individual. The profile does not identify the firm as a capital allocator. Several operational flags are present in the FINTRX entry: the firm is not marked as an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. FINTRX does not provide details on the firm’s business activities, advisory services, client segments, or fee schedule in the records supplied.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 30Kathleen Mahoney
DirectorCRD 8120398
Devan Wrege
SpecialistCRD 7313741
Ian Bigott
Registered RepresentativeCRD 7063103
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Madison, WI
Dane
Location
Madison, WI
Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- Dane
- Address
- 660 John Nolen Dr
- Time zone
- CT (UTC-6)
- Office locations
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