Invested Better
Unclaimed

Unclaimed

Unclaimed

Ryan Jeffrey Komas

WFA Asset Management Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ryan? Claim Your Profile

About Ryan Jeffrey Komas

Ryan Komas is an Investment Advisor Representative at WFA Asset Management Corp. Ryan has been in the industry for over seven years and is licensed in Wisconsin. Ryan's areas of specialization include financial planning and portfolio management for individuals and families. Ryan's experience spans multiple organizations and industries, including Harbour Investments, Crossmark Graphics, and Lake Buelah Sailing School. Ryan has a background in education and holds a Series 65 license.

Firm Information

Ryan Komas 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.

check

financial planning services

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ryan Komas’s Registration & Firm History

WI

01/08/2024 - Present

WFA Asset Management Corp. (WHITEFISH BAY WI)

Not sure if Ryan Jeffrey Komas is right for you?

Licenses & Designations

IA

Issued 01/08/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Jeffrey Komas.
Not sure if Ryan Jeffrey Komas is right for you?