Unclaimed Profile

Kelly Lauren Kraft

WEITZ INVESTMENT MANAGEMENT, INC.·OMAHA, Nebraska

SIE, Series 6, Series 7, Series 26, Series 63, Series 65Clean record23 years registeredWEITZ INVESTMENT MANAGEMENT, INC.

1125 SOUTH 103RD STREET, OMAHA, NE 68124-1071CRD# 2182531Firm CRD# 105088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kelly Lauren Kraft · OMAHA, NE

Registration

CRD #2182531 · WEITZ INVESTMENT MANAGEMENT, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEITZ INVESTMENT MANAGEMENT, INC.

WEITZ INVESTMENT MANAGEMENT, INC.

Jun 2021 – Nov 2022

OMAHA, NE

LORD, ABBETT & CO. LLC

Oct 2002 – Jan 2015

JERSEY CITY, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · October 8, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEITZ INVESTMENT MANAGEMENT, INC.

CRD 105088 · SEC 801-18819

AUM

$5.2B

Regulatory assets under management

Employees

20 client accounts

Services offered by WEITZ INVESTMENT MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at WEITZ INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Kelly Lauren Kraft offer?

Kelly Lauren Kraft specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Kelly Lauren Kraft's credentials?

Kelly Lauren Kraft is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelly Lauren Kraft located?

Kelly Lauren Kraft is based in OMAHA, Nebraska, last registered with WEITZ INVESTMENT MANAGEMENT, INC..

How does Kelly Lauren Kraft charge for services?

Kelly Lauren Kraft's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEITZ INVESTMENT MANAGEMENT, INC.?

WEITZ INVESTMENT MANAGEMENT, INC. has approximately 37 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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