Anna
Edelstein
Wea Financial Advisors, Inc
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About this Advisor
Anna Edelstein is a financial advisor based in Madison, Wisconsin, working with Wea Financial Advisors, Inc. Anna has previously held positions at Ameriprise Financial Services, Inc, Wells Fargo Clearing Services LLC, Zeiders Enterprises, Inc, Wea Investment Services, Wea Financial Advisors, and Wea Member Benefits. Anna has passed the Series 66 regulatory exam and is registered to provide services in Texas and Wisconsin. Currently, Anna 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
Anna Edelstein Work History
Wea Investment Services
Wea Financial Advisors
Wea Member Benefits
Wells Fargo Clearing Services LLC
Zeiders Enterprises, Inc
Ameriprise Financial Services, Inc
Disclosures
Please visit the SEC profile of Anna Edelstein 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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