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VERIFIEDKevin Madigan
Wela Strategies
10 Glenlake Parkway North Tower Suite 1010
Atlanta, GA 30328
678-608-0420
About Wela Strategies
At Wela Strategies, we have a simple mission: Helping Families find peace of mind To and Thru Retirement.
We are committed to building a relationship with our clients based on trust and using our time and talents to help our clients discover their financial goals and how to implement strategies for success.
We want to be there for you when you need us, to help you and your family achieve and maintain financial freedom during all stages of life.
See Disclosures
General Information
Firm Start Year
CRD#
6245102
Firm CRD#
147762
Years of Experience in Financial Services
10
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management
Services
Investment Types
Stocks, Bonds, Options & Futures, Mutual Funds, Commodities, Alternative Investments, Exchange Traded Funds (ETFs)
Can meet clients in the following ways
Email, Phone, Our Office, Video Conference
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 63, Series 7, Series 66
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Based on Assets
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1892619/retirementplanning-Wela-Strategies-detailed-disclosure.html