WFA ASSET MANAGEMENT
WFA Asset Management expertise in investment management, tax preparation, retirement planning and estate planning services.
WFA ASSET MANAGEMENT
Social Links:
Industry:
Asset Management Consulting Financial Services Insurance
Founded:
1986-01-01
Address:
Milwaukee, Wisconsin, United States
Country:
United States
Website Url:
http://www.wfa-asset.com
Total Employee:
1+
Status:
Active
Contact:
+1 414.727.8181
Email Addresses:
[email protected]
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Font API Google Analytics Apple Mobile Web Clips Icon Google Tag Manager WordPress Content Delivery Network Global Site Tag Mobile Non Scaleable Content
Similar Organizations
Spring Delta Asset Management
Spring Delta Asset Management offers financial, investment, and asset management, retirement, philanthropic, and estate planning services.
Official Site Inspections
http://www.wfa-asset.com
- Host name: 85.0.153.160.host.secureserver.net
- IP address: 160.153.0.85
- Location: Scottsdale United States
- Latitude: 33.6013
- Longitude: -111.8867
- Metro Code: 753
- Timezone: America/Phoenix
- Postal: 85260
More informations about "WFA Asset Management"
WFA Asset Management
Watch WFA’s webinar that took place on March 19, 2025, with Marilou Davido, CPA, CFP®, CDFA® and Josh Bucio from Waterstone Mortgage. ... At WFA Asset Management Corporation, our Milwaukee-based, investment & retirement advisors are fiduciaries and committed to assisting you as you strive to achieve your financial goals. This responsibility ...See details»
About Us - WFA Asset Management
WFA Asset Management Corporation (WFA) traces its origin to the mid-1980’s, and a company named Wisconsin Financial Advisors, Inc., located in a small office building on S. Kinnickinnic Avenue in Milwaukee. Wisconsin Financial Advisors was an econometrics firm that provided mathematical analysis for the equitable division of future pension ...See details»
WFA Asset Management - Crunchbase Company …
Organization. WFA Asset Management . Connect to CRM . Save . Summary. People. Technology. Signals & News. Similar Companies. About. WFA Asset …See details»
Log In - Client Portal - WFA Asset Management
Follow the links below to access your WFA portfolio and client vault or your eMoney financial plan. WFA portfolio and client vault access. Login Now. ... Portal Usage Acknowledgement. As a client of WFA Asset Management Corporation …See details»
WFA Asset Management Corp - Dun & Bradstreet
Find company research, competitor information, contact details & financial data for WFA Asset Management Corp of Milwaukee, WI. Get the latest business insights from Dun & Bradstreet.See details»
WFA Asset Management Corp Review - advisorsearch.org
Feb 18, 2025 A Self-Regulatory Organization has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. ... WFA Asset Management Corp currently serves clients in the following states: AZ, FL, IL, TX, WI.See details»
WFA Asset Management - Overview, News & Similar companies
WFA Asset Management contact info: Phone number: (414) 727-8181 Website: www.wfa-asset.com What does WFA Asset Management do? At WFA Asset Management Corporation, we are grateful to our many clients who have supported our growth over the years.See details»
WFA Asset Management Corp. | BBB Business Profile - Better …
WFA Asset Management Corp. PO Box 170020 Milwaukee, WI 53217-8000. 1; Years in Business: 39. BBB Accreditation & Rating. WFA Asset Management Corp. is NOT a BBB Accredited Business.See details»
Wfa Asset Management Corp - SmartAdvisor Match
Wfa Asset Management Corp controls $313.2 million in assets under management over 465 client accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). The company has a small group, including 3 financial advisors. Wfa Asset Management Corp is not a registered broker-dealer, signifying ...See details»
What You Should Know About Digital Assets - WFA Asset …
5 days ago Digital assets are any items that exist exclusively in a digital format, have inherent value, and are owned or controlled by an individual or organization. These assets are intangible, meaning they don’t have a physical counterpart, but they can be just as valuable, if not more so, in today’s digital economy. Examples of Digital AssetsSee details»
WFA Asset Management Corporation - Whitefish Bay, WI Firm Profile
Helping People With Their Finances. Banks And Credit Unions New York, NY; Banks And Credit Unions Chicago, ILSee details»
Wfa Asset Management Corp - Wealthminder
Wfa Asset Management Corp (CRD# 106102) is a financial advisory firm headquartered in Whitefish Bay, WI. They manage $373,894,502 in 1,395 accounts and serve the financial needs of clients across 5 states (or territories).See details»
Home | wfaglobal
We approach alternative investing with an entrepreneurial mindset, by systematically creating diversified multi-asset strategies across a broad spectrum of both public and private capital markets. Our investment thesis is particularly centered around fostering innovation by actively promoting and supporting early-stage startup companies that excel in navigating and …See details»
WFA ASSET MANAGEMENT CORP Top 13F Holdings
WFA Asset Management Corp is a large advisory firm with 458 clients and discretionary assets under management (AUM) of $360,120,725 (Form ADV from 2024-09-09). Their last reported 13F filing for Q4 2024 included $184,982,546 in managed 13F securities and a top 10 holdings concentration of 72.14%. WFA Asset Management Corp's largest holding is ...See details»
Guide on the selection of employees for retention or lay-off
Jan 29, 2025 WFA can lead to various situations where employees must be selected for retention or lay-off, depending on the particulars of the organization and the reasons for the WFA. Understanding what makes each situation unique is important because different provisions of the PSEA and the PSER may apply, and because of the impact on the organization and the …See details»
What is a Donor-Advised Fund and How Does It Work?
Nov 21, 2024 While the sponsoring organization has the final say on the distribution, they generally honor the donor’s recommendations. Flexibility: DAFs offer flexibility in timing. You can make contributions in one year, receive the tax deduction, and decide later which charities to support, allowing you to be strategic about your philanthropic impact.See details»
Returning president David Wheldon: ‘The WFA must survive
4 days ago Stephan Loerke, the WFA CEO, describes him as someone who “knows the organization inside out.” His experience will be seen as a vital steadying asset at a time when marketers are dealing with ...See details»
2023 Recap - WFA Asset Management
Jan 4, 2024 WFA continues to expand our client base, reaching $350MM in assets under management. This is a huge accomplishment for the firm, and a testament to the quality of service WFA has provided clients over the past 37+ years. 2023 brought many changes to WFA’s staff. After 8 years with the firm, Nhi Duong left WFA to purchase a business with her ...See details»
Client Login - Wells Fargo Advisors
Wells Fargo Advisors secure sign in to view your Wells Fargo Advisors Accounts. Use your Wells Fargo username and password.See details»
WFA 2021 Recap - WFA Asset Management
Jan 1, 2022 Below are some of WFA’s highlights. We started 2021 with an updated look, taking advantage of the office closure and renovating the lobby and conference room areas. The spaces are brighter and fresh and coordinate very nicely with our new logo and color scheme. The new logo, a graphic interpretation of a compass and water, is a nod to our ...See details»