Andrea
Hartwig
Wea Financial Advisors, Inc
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About this Advisor
Andrea Hartwig is a financial advisor based in Madison, Wisconsin, working with Wea Financial Advisors, Inc. Andrea has previously held positions at Madison Area Tech College, Wea Investment Services, Inc, Mennenga Tax & Financial, Woodbury Financial Services, Inc, and Wea Member Benefits. Andrea has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Wisconsin. Currently, Andrea is part of Wea Financial Advisors, Inc, which operates out of Madison, Wisconsin. The firm has 3 employees and manages assets totaling $472.4 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and other services. The fee structure at Wea Financial Advisors, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wea Financial Advisors, Inc Brokerage Details
$472,404,489
3
587
$804,778
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other
Andrea Hartwig Work History
Wea Member Benefits
Wea Investment Services, Inc
Woodbury Financial Services, Inc
Madison Area Tech College
Mennenga Tax & Financial
Disclosures
Please visit the SEC profile of Andrea Hartwig to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wea Financial Advisors, Inc
Madison, WI
Madison, WI
Madison, WI
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