AdFi
AK

Anna Kayla Edelstein

Investment Adviser Representative at WEA FINANCIAL ADVISORS, INC.

Madison, WICRD #5969791Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
2 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Anna Kayla Edelstein has worked in the securities industry since 2013. They are registered to provide investment advisory services in Texas and Wisconsin.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
TexasWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/13/2012
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/9/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0035
Source

WEA Financial Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEA INVESTMENT SERVICES, INC.Current
11/17/2020Madison, WI
WEA FINANCIAL ADVISORS, INC.Current
11/17/2020Madison, WI
WELLS FARGO CLEARING SERVICES, LLC
12/7/201711/9/2020Madison, WI
AMERIPRISE FINANCIAL SERVICES, INC.
7/10/20129/10/2016Middleton, WI

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WEA FINANCIAL ADVISORS, INC.

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View WEA FINANCIAL ADVISORS, INC. firm profile
About this profile

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.