Thomas Weissenburger, financial advisor Clive IA

Thomas Weissenburger

CRD Number: 2119726
Current Firm: Weis Advisory

Thomas Weissenburger (CRD# 2119726) is an Investment Advisor Representative working at Weis Advisory in Clive, IA and has over 33 years of experience in the finance industry.

Similar Advisors
Stoy Hall, financial advisor Clive IA
Stoy T. Hall
CRD# 6104973
Black Mammoth LLC
Similar Advisors
Erik Aanonson, financial advisor Clive IA
Erik D. Aanonson
CRD# 6935071
Thrivent Investment Management Inc.
Similar Advisors
Mark Aasen, financial advisor Clive IA
Mark J. Aasen
CRD# 4343046
Osaic Wealth, Inc.
Company Name Location Dates Years
Lpl Financial LLC Clive, IA Apr 2015 - Current 9
Weis Advisory Clive, IA Apr 2015 - Current 9
Weiss Accounting & Tax Preparation Clive, IA Nov 2012 - Current 11
Weissenburger Investments & Planning Inc. Clive, IA Nov 2011 - Current 12
Weissenburger Real Estate LLC Des Moines, IA Aug 2010 - Current 13
Insurance-non Variable Clive, IA Aug 2010 - Current 13
Touch And Go LLC Des Moines, IA Dec 2007 - Current 16
Weissenburger Aviation Clive, IA Feb 2000 - Current 24
Aeroplanes2, LLC Clive, IA May 2012 - Jul 2018 6
Raymond James Financial Services, Inc. Clive, IA Jul 2009 - Apr 2015 5
Raymond James Financial Services Advisors Clive, IA Jul 2009 - Apr 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1991
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Thomas M. Weissenburger
Phone Number: (888) 978-2082
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    158
    MILLIONS
  • Total Number of Accounts
    586
    ACCOUNTS
  • Average Account Value
    $269,006
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

IA, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.