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WFA Asset Management Corp.

Headquartered in WHITEFISH BAY, WI

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Firm Information

WFA Asset Management Corp. is an investment advisor located in WHITEFISH BAY, WI, United States. They have 1 licensed agents and 5 investment advisor representatives. They manage approximately $373,894,502 in assets for 1,395 clients. The firm offers financial planning, portfolio management for individuals, and tax preparation services. Their client base includes high-net-worth individuals, individuals other than high-net-worth, and HOAs.

WFA Asset Management Corp.

633 E. HENRY CLAY STREET

WHITEFISH BAY, WI 53217

$373.89M

Assets Under Management

4

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation

Tax preparation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

WFA ASSET MANAGEMENT CORP. has a total of 1 branch locations across the country.
location

WHITEFISH BAY, WI

Advisors at WFA Asset Management Corp.

View All 3 Advisors
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Jake Robert Janicek

RA

WHITEFISH BAY, WI

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Ryan Jeffrey Komas

RA

WHITEFISH BAY, WI

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Nicholas Enea

CFP®, RA

WHITEFISH BAY, WI

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Marilou Davido

CFP®, RA

WHITEFISH BAY, WI

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Disclosures

There are no public disclosures for WFA Asset Management Corp..

Frequently Asked Questions (7)

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