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WFA Asset Management Corporation

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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.

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.

Primary SectorInvestment Management
Workforce Size1-10 Employees
Global HQMilwaukee, United States
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Investment Management
Company Type
Privately Held
Founded
Undisclosed
Employee Bracket
1-10
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
633 E. Henry Clay St. WI Whitefish Bay
City
Milwaukee
Region / State
Wisconsin
Postal Code
53217
Country
United States

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domainwfa-asset.com
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LinkedIn NetworkActive Profile
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