WFA Asset Management Employee Directory

WFA Asset Management corporate office is located in 633 E Henry Clay St, Whitefish Bay, Wisconsin, 53217, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Operations

1

Finance

1

C-Suite

1

Key Employees of WFA Asset Management

  • Nicholas Enea, President at WFA Asset Management
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    Nicholas Enea

    President

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WFA Asset Management Global Presence

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North America1-10

Index of contact profiles from WFA Asset Management

Hundreds of professionals searching for WFA Asset Management have connected with key decision-makers. Join them?
Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at WFA Asset Management

Explore people who held key positions, contributed to WFA Asset Management's success, and advanced their careers.

RK

Ryan Komas

Manager, Wealth at Annex Wealth Managemen...

Worked as Investment Advisor & Representative

at WFA Asset Management (2023-2025)

email Ryan Komas Email direct Ryan Komas Direct
JG

Julie Geszvain

Customer Service Speci... at Annex Wealth Managemen...

Worked as Administrative Assistant

at WFA Asset Management

email Julie Geszvain Email direct Julie Geszvain Direct
RE

Russell Enea

Wealth Associate & Man... at Annex Wealth Managemen...

Worked as Investment Advisor & Representative

at WFA Asset Management (2025-2025)

email Russell Enea Email direct Russell Enea Direct
JJ
Mask Content

Manager, Wealth at Annex Wealth Managemen...

Worked as Senior Tax Advisor & Investment Advisor & Repr...

at WFA Asset Management (2023-2025)

email Jake Janicek Email direct Jake Janicek Direct
SB
Mask Content

Associate Wealth Advis... at Hobart Financial Group

Worked as Advisor Associate

at WFA Asset Management (2021-2025)

email Sadie Bishop Email direct Sadie Bishop Direct

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Frequently Asked Questions Regarding WFA Asset Management Employees

How many employees does WFA Asset Management have?
WFA Asset Management has 1-10 employees Who are WFA Asset Management key employees?
Some of WFA Asset Management key employees are Nicholas Enea Where is WFA Asset Management located?
WFA Asset Management’s headquarters are located at 633 E Henry Clay St, Whitefish Bay, Wisconsin, 53217, United States How do I contact WFA Asset Management?
WFA Asset Management Contact Info: Phone number: (414) 727-8181 Website: www.wfa-asset.com What does WFA Asset Management do?

WFA Asset Management Corporation is a fee-only, SEC-registered investment advisor based in Milwaukee, specializing in investment management and retirement planning services. Their team of Certified Financial Planners (CFP®) and Certified Public Accountants (CPA) offers tailored financial advice covering tax, insurance, and estate planning. They aim... to empower clients through regular communication and educational resources, helping individuals and families navigate significant life changes and market volatility. WFA is committed to providing fiduciary services to help clients achieve financial independence and create a lasting legacy.Read More

 Is WFA Asset Management a public company?
WFA Asset Management is private company therefore does not currently have an official ticker symbol
See more information about WFA Asset Management Employees

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