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Nicholas Enea

WFA Asset Management Corp.

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About Nicholas Enea

Nicholas Enea is an investment advisor representative at WFA Asset Management Corp. located in Whitefish Bay, WI. Nicholas has been in the industry since September 1994. Nicholas is a Certified Financial Planner and holds the Series 63, Series 65 and Series 7 securities licenses. Nicholas is registered to provide investment advice in Texas and Wisconsin.

Firm Information

Nicholas Enea is currently registered with WFA Asset Management Corp.. 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.

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Nicholas Enea’s Registration & Firm History

WI

01/21/1994 - Present

WFA Asset Management Corp. (WHITEFISH BAY WI)

AL

11/17/1995 - 12/31/2002

PROEQUITIES, INC. (BIRMINGHAM AL)

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Licenses & Designations

BC

Issued 07/21/1995

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/24/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/16/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Enea.
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