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- Custodian
- Empower · Matrix Trust · Security Benefit
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-09-2007
- Office Locations
- 1
Office Locations
About WEA Financial Advisors, Inc.
WEA Financial Advisors (WEA Member Benefits) serves Wisconsin public school employees and their families with educator-focused retirement savings programs, personal insurance, and financial planning. Founded to support public education, it has helped members build financial security since 1972 and offers a Guaranteed Stable Investment option (3.60% credited rate for 2026).
Team overview
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Owner & Executives
BOYD GRISWOLD BENDER
Chief Compliance Officer
- CRD
- #3082505
- Ownership
- Less than 5%
Karim Habib
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 11 owners & executives
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Nadia I Brown
Financial Planning Specialist
- CRD
- #8050861
Anna Kayla Edelstein
Financial Advisor, General Partner
- CRD
- #5969791
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $507,804,171 | $824,357 |
| Non-Discretionary | $0 | -- |
| Total | $507,804,171 | $824,357 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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