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...
by Marilou Davido | Dec 5, 2023 | Announcements
This holiday season, WFA staff members hit the aisles and filled their carts in hopes of spreading the magic of Christmas a little bit further this year. We are thankful to those who donated to the U.S. Marine Corps Reserve Toys for Tots Program and look forward to...
by Marilou Davido | Sep 11, 2023 | Announcements
Please join us in welcoming Ryan Komas to the WFA Asset Management team. Ryan Joined WFA in 2023 after graduating from the University of Wisconsin-Madison with a degree in Personal Finance. To learn more about Ryan, click here.
by Marilou Davido | Sep 11, 2023 | Announcements
WFA Asset Management is excited and proud to announce Jake Janicek’s recent promotion to Senior Tax Adviser! As you know, Jake has been an integral member of WFA’s tax team since joining the firm in 2017. He continuously strives to provide the highest level of tax...
by Marilou Davido | Jan 1, 2023 | 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. In early January 2022, we...
by Marilou Davido | Apr 18, 2022 | Announcements
WFA Asset Management Corporation is proud to announce that Tax Advisor Jake Janicek has received his Enrolled Agent (EA) designation from the IRS. This accomplishment expands Jake’s standing in the eyes of the IRS, allowing him to communicate directly with the IRS...
