WFA Asset Management Corp
Legal Name: WFA ASSET MANAGEMENT CORP
633 E. HENRY CLAY STREET, WHITEFISH BAY, WI
414-727-8181
https://wfa-asset.com
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WFA Asset Management Corp
633 E. HENRY CLAY STREET, WHITEFISH BAY, WI
414-727-8181
414-727-8989
Other Info
Founded in 1993, WFA Asset Management Corp is a Wisconsin-based, legally registered corporation that provides advisory services to a select group of 105 clients. With a staff of 8, including 4 advisory professionals, this SEC-approved firm has built a reputation for delivering expert financial analysis and investment advice.
Milwaukee Fee-Only Investment & Retirement Planning Advisors - WFA
Fee-only SEC registered investment advisor in Milwaukee. Our team of Certified Financial PlannersTM and CPAs provide investment management and retirement planning services.
Direct Owners
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MARILOU DAVIDO
CHIEF COMPLIANCE OFFICER owns less than 5%
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NICHOLAS ENEA
PRESIDENT owns 75% or more