Boyd Griswold Bender
Professional Summary
Boyd Griswold Bender, who also goes by Boyd Bender, is a registered financial advisor currently at WEA INVESTMENT SERVICES, INC. located in Madison, Wisconsin. Boyd is registered as a RR (Registered Representative) and started their career in finance in 1998. Boyd has worked at 3 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Boyd Bender
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
WEA INVESTMENT SERVICES, INC.
Contact Information
Main Address
660 John Nolen Drive, Madison, WI 53713-3959Mailing Address
Po Box 7893, Madison, WI 53707Phone Number
(800) 279-4030Established
Wisconsin since 04/10/2003Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (14 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WEA MEMBER BENEFIT TRUST | SHAREHOLDER | — |
| BENDER, BOYD GRISWOLD | PRESIDENT | 3082505 |
| BENDER, BOYD GRISWOLD | CCO | 3082505 |
| DIGMAN, CAROLYN KAY | FINOP | 7125836 |
| LOR, MAIWA | TRUSTEE/DIRECTOR | 7786308 |
| MAHONEY, KATHLEEN TRUDEAU | TRUSTEE/DIRECTOR | 8120398 |
| MARTINEZ, JESSE ANDREW | TRUSTEE/DIRECTOR | 7977660 |
| OLSEN-WIRTZ, PEGGY LYNN | TRUSTEE/DIRECTOR | 7641439 |
| UGORETZ, NATHAN LAKE | TRUSTEE/DIRECTOR | 7641425 |
| VANG, ABIE ZONG | TRUSTEE/DIRECTOR | 8298598 |
| WILCOX, THOMAS JON JR | TRUSTEE/DIRECTOR | 7977638 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(9/30/2021)
(11/23/2021)
(1/11/2022)
(9/15/2021)
(9/27/2021)
(9/29/2021)
(10/21/2021)
(5/19/2003)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 1998About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Boyd Griswold Bender's CRS (Customer Relationship Summary).
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