Andrea Lynn Hartwig

Employer firm

Wea Financial Advisors, Inc. CRD 144919

$508M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• RETIREMENT INCOME AND DISTRIBUTION ANALYSIS AND PERSONAL INVESTMENT ACCOUNTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → Present
  Wea Investment Services, Inc
  Madison, WI
• 08/2018 → Present
  Wea Member Benefits
  Madison, WI

Other Businesses

WEA Member Benefits, investment related, Madison, WI, retirement planning/owner of BD, Financial Planner, 8/2015, 20 hours/month, Assist 403(b) and IRA program members with program questions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-13
• S63 Uniform Securities Agent State Law Examination
  2005-12-29