Devan Wrege
Professional Summary
Devan Wrege was a registered financial advisor. Devan was a previously registered financial professional and started their career in finance 2023 - 2026. Devan had worked at 1 firm and has passed the Series 65, Series 63, SIE and Series 6TO exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
4 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
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2023About the Series 6TO examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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