David Olberding (CRD# 4684797) is an Investment Advisor Representative working at Weis Advisory in Clive, IA and has over 20 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Clive, IA | Apr 2015 - Current | 9 |
| Weis Advisory | Clive, IA | Apr 2015 - Current | 9 |
| Raymond James Financial Services Advisors Inc. | Clive, IA | Aug 2011 - Apr 2015 | 3 |
| David Olberding | Clive, IA | Aug 2010 - Apr 2015 | 4 |
| Raymond James Financial Services | Clive, IA | Jul 2009 - Apr 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2011 |
- IA
-
Total Assets Under Management158MILLIONS
-
Total Number of Accounts586ACCOUNTS
-
Average Account Value$269,006
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IA, TX
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