Company Email Format Management

WFA Asset Management Corporation

Investment Management Whitefish Bay, Wi, United States 8 employees

Employees: 8
Contacts: 3
Emails: 3

wfa-asset.com LinkedIn

WFA Asset Management Corporation Overview

Headquarters: Whitefish Bay, Wi, United States
Phone Number: Available in AeroLeads
Website: wfa-asset.com
Industry: Investment Management
Employees: 8
Founded: 1986
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investment Management Tax Planning and Preparation Retirement Planning Estate Planning

About WFA Asset Management Corporation

At WFA Asset Management Corporation, we are responsible for our client's financial dreams. This responsibility is both a commitment and an honor. It defines who we are as a company. Implicitly, we pledge to place the needs of our clients first, and to offer advice that is free from conflicts of interest. Our advice focuses on providing our clients with unbiased guidance to clarify their long-term investment objectives, to create sound investment plans, and to use objective research in determining ultimate investment decisions. We maintain our commitment further through continuing education, to stay current on financial and regulatory issues affecting our clients. By staying committed to our goal of helping investors take control of their financial lives and by striving to provide the very highest standard of service, we seek to remain worthy of the great trust our clients place in WFA Asset Management Corporation and in each of us.

WFA Asset Management Corporation Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage

WFA Asset Management Corporation Org Chart

Sample employees and titles

Name	Title	Location	Contact
Sadie Bishop	Advisor Associate at Wfa Asset Management Corporation	Milwaukee, Wisconsin, United States	Email
Ryan Komas	Investment Adviser Representative at Wfa Asset Management Corp	Greater Milwaukee, United States	Email
Marilou Davido, Cpa, Cfp(r), Cfda(r)	Shareholder, Vice President at Wfa Asset Management Corporation	Milwaukee, Wisconsin, United States	View
Russell Enea	Adviser Associate	Milwaukee, Wisconsin, United States	Email