Weisert Investment Services, Inc.

Weisert Investment Services, Inc. (CRD# 111670) is a financial advisory firm headquartered in , . They manage $3,115,595 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $62,312
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Market timing services
  • Other
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.

VA

Financial Advisors at Weisert Investment Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Roy E. Weisert
CRD#: 2255515
Virginia Beach, VA
96
Wealthminder
score

Roy Weisert (CRD# 2255515) is an Investment Advisor Representative working at Weisert Investment Services, Inc. in Virginia Beach, VA and has over 24 years of experience in the finance industry. Roy Weisert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Maegan C. Cahoon
CRD#: 6645864
Virginia Beach, VA
90
Wealthminder
score

Maegan Cahoon (CRD# 6645864) is an Investment Advisor Representative working at Weisert Investment Services, Inc. in Virginia Beach, VA and has 1 year of experience in the finance industry.

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