660 John Nolen Drive, Madison, WI, 53713
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Anna is a notary in Madison, Wisconsin, spending minimal time per month on this activity. She also works as a financial planner for WEA Member Benefits and WEA Financial Advisor, dedicating nearly full-time hours to assisting members with retirement planning and program questions. Finally, Anna mentors individuals studying for the CFP exam, spending minimal time on this activity.