Wela Financial
Wela Financial is an insurance and financial services agency serving Chicago and the surrounding areas. At Wela, our mission is to grow people and prosperity. That means no matter your age or financial situation, we believe you still have room to grow and ways to contribute to your community. By getting to know you, what you value, and what your goals are, we can help you continually grow into the person you were meant to be. Your Wela advisor will work with you to find the right solutions for your situation. We’ll be with you at every step on your journey of growth. Wela is a registered representative of and offers securities and investment advisory services through MML Investor Services, LLC, Member SIPC Supervisory office: 30 S Wacker Drive, Suite 2700, Chicago, IL 60606. We are licensed to sell insurance in IL, AZ, FL, ME, MI, NC, TX Wela Financial is not a subsidiary or affiliate of MML Investor Services, LLC or its affiliated companies. https://westpointfinancialgroup.com/who-we-serve/licensing/
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Verified contacts
19
available on Kipplo
LinkedIn employees
28
11 to 50 range
Open roles
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no listings
Distinct roles
12
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- RS
Ray Shimizu
Vice President · General Business & Management
EmailPhone - DS
Donald Swanson
Senior Wealth Advisor · Finance & Accounting
EmailPhone - AH
Antonio Halek
Financial Services Professional · Finance & Accounting
EmailPhone - BW
Bill Wilkins
Registered Representative · Sales & Business Development
EmailPhone - EA
Elena Ablingyte
Insurance Broker · Sales & Business Development
EmailPhone - JC
James Crittle
Financial Services Professional · Finance & Accounting
EmailPhone - JW
Joe Whelan
Financial Advisor · Finance & Accounting
EmailPhone
Showing 7 of 19 verified contacts
Top roles at Wela Financial
12 distinct titles indexed · top 10 shown.
- 3financial services professional
- 2financial advisor
- 2financial professional
- 2vice president
- 1administrative assistant
- 1community employment coordinator
- 1financial representative
- 1financial service advisor
- 1insurance broker
- 1investment advisor
- +2more titles
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