Brenda
Echeverria
Wea Financial Advisors, Inc
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About this Advisor
Brenda Echeverria is a financial advisor based in Madison, Wisconsin who has 9 years of relevant experience. Echeverria currently works for Wea Financial Advisors, Inc. Echeverria has gained experience at Wea Investment Services, Inc and Wea Member Benefits. Echeverria maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Texas and Wisconsin. Wea Financial Advisors, Inc is a registered investment company headquartered in Madison, WI. It manages $401 million in assets among its 666 customer accounts, making it one of the larger firms in the nation by assets under management. The company performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and other services. Financial advisory fees are based on the financial services provided. Fees billed by Wea Financial Advisors, Inc most likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wea Financial Advisors, Inc Brokerage Details
$400,469,937
3
666
$601,306
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other
Brenda Echeverria Work History
Brenda has been registered as a financial advisor for 9 years.*
Wea Member Benefits
Wea Investment Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brenda Echeverria 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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