Weitz Investment Management, Inc.
Weitz Investment Management, Inc. (CRD# 105088) is a financial advisory firm headquartered in Omaha, NE. They manage $3,692,197,905 in 26 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3,692MILLION
Total Number of Accounts26ACCOUNTS
Average Account Value$142,007,612
- A percentage of assets under your management
- 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
Jessica Nagengast (CRD# 5146530) 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. 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.
Grant Tesnohlidek (CRD# 5477428) is an Investment Advisor Representative working at Weitz Investment Management, Inc. in Omaha, NE and has over 11 years of experience in the finance industry.