Weiss Financial Group, LLC

Weiss Financial Group, LLC (CRD# 301501) is a financial advisory firm headquartered in , . They manage $3,268,171 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://weissfg.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $81,704
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Weiss Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Weiss, financial advisor Johnston IA
James M. Weiss
CRD#: 4505490
Johnston, IA

James Weiss (CRD# 4505490) is an Investment Advisor Representative working at Weiss Financial Group, LLC in Johnston, IA and has over 21 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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