Best Investors Account Sign in
Current Employers
Wea Financial Advisors, Inc.

660 John Nolen Drive, Madison, WI 53713 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-01-14
  • WI RA
    APPROVED
    Since 2026-01-14

Branch Locations

Cottage Grove, WI • United States

660 John Nolen Drive, Madison, WI 53713 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wea Investment Services Madison WI 02/2025 Present
Wea Member Benefits Madison WI 05/2023 05/2024
Outdoor Living Unlimited, Llc Waukesha WI 06/2024 Present
University Of Wisconsin-Madison Madison WI 09/2023 05/2024
Fresh Madison Market Madison WI 11/2022 05/2023
Siding Unlimited, Llc Waukesha WI 06/2019 01/2023
Pitaya, Inc Madison WI 11/2021 05/2022
Nature Hill Middle School Oconomowoc WI 09/2013 06/2017
Oconomowoc High School Oconomowoc WI 09/2017 06/2021
University Of Wisconsin-Madison Madison WI 09/2021 12/2024
Wea Member Benefits Madison WI 01/2025 Present
Wea Financial Advisors Madison WI 02/2025 Present
  • 02/2025 → Present
    Wea Investment Services
    Madison, WI
  • 05/2023 → 05/2024
    Wea Member Benefits
    Madison, WI
  • 06/2024 → Present
    Outdoor Living Unlimited, Llc
    Waukesha, WI
  • 09/2023 → 05/2024
    University Of Wisconsin-Madison
    Madison, WI
  • 11/2022 → 05/2023
    Fresh Madison Market
    Madison, WI
  • 06/2019 → 01/2023
    Siding Unlimited, Llc
    Waukesha, WI
  • 11/2021 → 05/2022
    Pitaya, Inc
    Madison, WI
  • 09/2013 → 06/2017
    Nature Hill Middle School
    Oconomowoc, WI
  • 09/2017 → 06/2021
    Oconomowoc High School
    Oconomowoc, WI
  • 09/2021 → 12/2024
    University Of Wisconsin-Madison
    Madison, WI
  • 01/2025 → Present
    Wea Member Benefits
    Madison, WI
  • 02/2025 → Present
    Wea Financial Advisors
    Madison, WI
Other Businesses

1)Outdoor Living Unlimited, LLC. It is not investment related--it is an exterior home remodeling company at 665 Larry Court, Waukesha WI. Began June of 2024. Maybe 3-6 hours per month. All on weekends so outside of trading hours. I step in for a showroom shift on occasion--just there to open the place and allow for potential customers to view our products and services when other employees are sick. 2) WEA Member Benefits, investment related, Madison, WI, retirement planning/owner of BD, Financial Planning Specialist, 1/2025, 120 hours/month, Assist 403(b) and IRA program members with program questions. 3) WEA Financial Advisor, investment related, Madison, WI, RIA, Financial Planner, 02/2025, 40 hours/month, assist 403(b) and IRA program members with program questions

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-23
  • S66 Uniform Combined State Law Examination
    2025-07-23

View on SEC IAPD

More in Cottage Grove, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor