Anna Kayla Edelstein
Investment Adviser Representative at WEA Financial Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Anna Kayla Edelstein is an investment adviser representative with WEA Financial Advisors, Inc. in Madison, WI, where they have been registered since 2020. They have worked in the securities industry since 2013 and have been registered with 3 firms, including Wells Fargo Clearing Services, LLC and Ameriprise Financial Services, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas and Wisconsin.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Wisconsin
- Broker:
1 state or territory
Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Clearing Services LLCNov 2017 – Oct 2020Madison, WI
- Zeiders Enterprises, iNCSep 2016 – Dec 2020Madison, WI
- WEA Investment ServicesOct 2020 – no end date reportedMadison, WI
- WEA Financial AdvisorsOct 2020 – no end date reportedMadison, WI
- WEA Member BenefitsOct 2020 – no end date reportedMadison, WI
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About WEA Financial Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Estimated blended rate
- 0.0035
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personal insurance and retirement savings programs, including 403(b) and IRA accounts, as well as financial planning services.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Madison, WI
- Founded:
- 1972
- SEC file number:
- 801-118359
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 6, 2026
View full firm profileOther advisors at WEA Financial Advisors, Inc.
2 other advisors in the directory
Similar advisors in Madison, WI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anna Kayla Edelstein has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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