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).
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Total Assets Under Management158MILLION
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Total Number of Accounts586ACCOUNTS
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Average Account Value$269,006
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IA, TX
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.
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.
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.
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.
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.