WEA FINANCIAL ADVISORS, INC.
SEC RegisteredCreated by educators for educators
About the firm
WEA Member Benefits is the only financial organization that was created for the benefit of public school employees and their families. They provide personal insurance and retirement savings programs designed to enhance the financial well-being of public school employees and their families.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personal insurance and retirement savings programs, including 403(b) and IRA accounts, as well as financial planning services.
Who they serve
Wisconsin public school employees and their families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 616 | $65M |
| Charitable Organizations | 2 | $442M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WEA FINANCIAL ADVISORS, INC. 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 the SEC or FINRA websites before making any decision.