Weis Advisory

Weis Advisory (CRD# 217517) is a financial advisory firm headquartered in Clive, IA. They manage $157,637,425 in 586 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
16400 Sheridan Avenue, Clive, IA 50325
https://www.facebook.com/teamwifp/?__tn__=%2cd%2cp-r
By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

IA, TX

Financial Advisors at Weis Advisory
Showing 1 - 5 of 5 top financial advisors.
1
Joshua Hildman, financial advisor Clive IA
Joshua C. Hildman
CRD#: 6648388
16400 Sheridan Avenue, Clive, IA 50325

Joshua Hildman (CRD# 6648388) is an Investment Advisor Representative working at Weis Advisory in Clive, IA and has over 7 years of experience in the finance industry.

2
Mitchell Moser, financial advisor Clive IA
Mitchell W. Moser
CRD#: 5667386
16400 Sheridan Avenue, Clive, IA 50325

Mitchell Moser (CRD# 5667386) is an Investment Advisor Representative working at Weis Advisory in Clive, IA and has over 14 years of experience in the finance industry.

3
David Olberding, financial advisor Clive IA
David B. Olberding
CRD#: 4684797
16400 Sheridan Avenue, Clive, IA 50325

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.

4
Erica Rohde, financial advisor Clive IA
Erica J. Rohde
CRD#: 5336987
16400 Sheridan Avenue, Clive, IA 50325

Erica Rohde (CRD# 5336987) is an Investment Advisor Representative working at Weis Advisory in Clive, IA and has over 12 years of experience in the finance industry.

5
Thomas Weissenburger, financial advisor Clive IA
Thomas M. Weissenburger
CRD#: 2119726
16400 Sheridan Avenue, Clive, IA 50325

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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