Weis Advisory

Weis Advisory (CRD# 217517) is a financial advisory firm headquartered in Clive, IA. They manage $46,153,406 in 143 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $322,751
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Weis Advisory
Showing 1 - 2 of 2 top financial advisors.
1
David B. Olberding
CRD#: 4684797
16400 Sheridan Avenue, Clive, IA 50325
93
Wealthminder
score

David Olberding (CRD# 4684797) is an Investment Advisor Representative working at Weis Advisory in Clive, IA and has over 13 years of experience in the finance industry.

2
Thomas M. Weissenburger
CRD#: 2119726
16400 Sheridan Avenue, Clive, IA 50325
83
Wealthminder
score

Thomas Weissenburger (CRD# 2119726) is an Investment Advisor Representative working at Weis Advisory in Clive, IA and has over 25 years of experience in the finance industry.

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