Anna Edelstein is a CFP-designated registered investment advisor, based in Madison, WI, with 12 years of industry experience.
Location
660 John Nolen Drive, Madison, WI, 53713
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Regulatory History
No 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.
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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.
Employment History
Current Registrations
Wea Investment Services, INC.
Wea Financial Advisors, INC.
Wea Investment Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.