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Thomas Michael Weissenburger

WEIS ADVISORY, LLC·CLIVE, Iowa
Clean recordWEIS ADVISORY, LLC
16400 SHERIDAN AVENUE, CLIVE, IA 50325CRD# 2119726Firm CRD# 217517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Michael Weissenburger · CLIVE, IA
Registration
CRD #2119726 · WEIS ADVISORY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Michael Weissenburger is a registered financial advisor based in CLIVE, Iowa, affiliated with WEIS ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WEIS ADVISORY, LLC
WEIS ADVISORY
AUM
$158M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at WEIS ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2119726
Firm CRD# 217517
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Michael Weissenburger offer?
Thomas Michael Weissenburger specializes in Financial Planning, Investment Management. Contact their office in CLIVE, Iowa for a consultation.
What are Thomas Michael Weissenburger's credentials?
Thomas Michael Weissenburger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Michael Weissenburger located?
Thomas Michael Weissenburger is based in CLIVE, Iowa, working with WEIS ADVISORY, LLC. Their office serves clients in the CLIVE metropolitan area and surrounding communities.
How does Thomas Michael Weissenburger charge for services?
Thomas Michael Weissenburger's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEIS ADVISORY, LLC?
WEIS ADVISORY, LLC has approximately 9 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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