by Marilou Davido | Mar 6, 2024 | Team Member
Russell joined WFA in 2024 as an Adviser Associate. Russell graduated from the University of Minnesota in 2022 with a degree in Economics and started his career with a large private wealth management firm in midtown Manhattan. Growing up around WFA, Russell has an...
by Marilou Davido | Jan 18, 2024 | Announcements
WFA Asset Management Corporation is excited to announce that Adviser Associate, Ryan Komas, has received his Series 65 Securities License and can serve clients as an Investment Adviser Representative. The new license expands Ryan’s skillset beyond financial planning...
by Marilou Davido | Jan 9, 2024 | Resources
“Compound interest is man’s greatest invention.” – Albert Einstein Compound interest is a financial phenomenon that has the potential to transform your wealth over time. It’s often referred to as the “eighth wonder of the world” and rightly so, as...
by Marilou Davido | Jan 4, 2024 | Announcements
As we approach the start of a new year, it’s customary to reflect on the past twelve months and give thanks for many things in our lives, and for all that we’ve achieved, both personally and professionally. Below are some of WFA’s highlights. WFA continues to expand...
by Marilou Davido | Dec 20, 2023 | Announcements
WFA Asset Management Corporation is excited to announce that Senior Tax Adviser, Jake Janicek, has received his Series 65 Securities License and can service clients as an Investment Adviser Representative. As an IAR, Jake’s current role as the lead of our tax...
