Clancy
Cramer
Wea Financial Advisors, Inc
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About this Advisor
Clancy Cramer is a financial advisor based in Madison, Wisconsin, working with Wea Financial Advisors, Inc. Clancy has previously held positions at Brookstone Capital Management, Silvertree, LLC, Aig, Tecolote Coffee, Helbachs Coffee Roasters, Ruby Roasters, Copa Vida, Thrivent Investment Management Inc, Daniel Demers - Thrivent, Thrivent Financial, Wea Member Benefits, Wea Investment Services, and Wea Financial Advisors. Clancy has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Wisconsin. Currently, Clancy is part of Wea Financial Advisors, Inc, which operates out of Madison, Wisconsin. The firm has 4 employees and manages assets totaling $554.3 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and other services. The fee structure at Wea Financial Advisors, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wea Financial Advisors, Inc Brokerage Details
$554,283,162
4
620
$894,005
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other
Clancy Cramer Work History
Wea Member Benefits
Wea Investment Services
Wea Financial Advisors
Thrivent Investment Management Inc
Daniel Demers - Thrivent
Thrivent Financial
Thrivent Financial
Brookstone Capital Management
Silvertree, LLC
Aig
Tecolote Coffee
Helbachs Coffee Roasters
Ruby Roasters
Copa Vida
Disclosures
Please visit the SEC profile of Clancy Cramer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wea Financial Advisors, Inc
Madison, WI
Madison, WI
Madison, WI
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