Weitz Investment Management, Inc.

Weitz Investment Management, Inc. (CRD# 105088) is a financial advisory firm headquartered in Omaha, NE. They manage $4,361,048,784 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,361
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $103,834,495
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

NE

Financial Advisors at Weitz Investment Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jessica J. Nagengast
CRD#: 5146530
1125 South 103rd Street, Suite 200, Omaha, NE 68124
93
Wealthminder
score

Jessica Nagengast (CRD# 5146530) is an Investment Advisor Representative working at Weitz Investment Management, Inc. in Omaha, NE and has over 4 years of experience in the finance industry. Jessica Nagengast 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
Grant J. Tesnohlidek
CRD#: 5477428
1125 South 103rd Street, Suite 200, Omaha, NE 68124
93
Wealthminder
score

Grant Tesnohlidek (CRD# 5477428) is an Investment Advisor Representative working at Weitz Investment Management, Inc. in Omaha, NE and has over 10 years of experience in the finance industry.

3
Daniel D. Walker
CRD#: 5959940
1125 South 103rd Street, Suite 200, Omaha, NE 68124
93
Wealthminder
score

Daniel Walker (CRD# 5959940) is an Investment Advisor Representative working at Weitz Investment Management, Inc. in Omaha, NE and has over 6 years of experience in the finance industry.

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