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 appears on SEC records with a registration date in 2003. Ownership is recorded as a combination of a domestic entity and an individual. Regulatory classification in the snapshot is listed as "unclassified." The firm is not identified as a capital allocator, and it is not registered as a multi-state adviser. Several typical firm descriptors (fee structure, specific advisory activities, client segments) are not populated in the provided snapshot.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 29
Anna Edelstein
Financial Planning SpecialistCRD 5969791
Sarah Errington
Retirement Plan SpecialistCRD 6630842
Andrea Hartwig
Financial AdvisorCRD 4609529
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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