AdvisorOS Directory
Claim Profile
Unclaimed Profile
LD

Lori Ann Dorsey

WEITZ INVESTMENT MANAGEMENT, INC.·OMAHA, Nebraska
SIE, Series 7, Series 24Clean recordWEITZ INVESTMENT MANAGEMENT, INC.
3555 FARNAM STREET, OMAHA, NE 68131-3312CRD# 2077073Firm CRD# 105088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lori Ann Dorsey · OMAHA, NE
Registration
CRD #2077073 · WEITZ INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WEITZ INVESTMENT MANAGEMENT, INC.
CRD 105088 · SEC 801-18819
AUM
$5.2B
Regulatory assets under management
Employees
37
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

Speak with Lori

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lori is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OMAHA?

Browse all registered financial advisors in OMAHA, Nebraska or claim this profile if it's yours.

Browse OMAHA AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Lori Ann Dorsey offer?
Lori Ann Dorsey specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.
What are Lori Ann Dorsey's credentials?
Lori Ann Dorsey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lori Ann Dorsey located?
Lori Ann Dorsey is based in OMAHA, Nebraska, working with WEITZ INVESTMENT MANAGEMENT, INC.. Their office serves clients in the OMAHA metropolitan area and surrounding communities.
How does Lori Ann Dorsey charge for services?
Lori Ann Dorsey'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WEITZ INVESTMENT MANAGEMENT, INC.

Kenneth Robert Stoll
OMAHA, NE
Andrew Steven Weitz
OMAHA, NE
Bradley Paul Hinton
OMAHA, NE
John Robert Detisch
OMAHA, NE
Kelly Lauren Kraft
OMAHA, NE
Martha Jean Gilchrist
OMAHA, NE

More Advisors in OMAHA, Nebraska

Bryan Todd Baas
TD AMERITRADE, INC.·OMAHA, NE
Malia Little Jamal
BANCWEST INVESTMENT SERVICES, INC.·OMAHA, NE
Ryan Bruce Beach
ORION PORTFOLIO SOLUTIONS, LLC·OMAHA, NE
John Russel Vanneman
ORION PORTFOLIO SOLUTIONS, LLC·OMAHA, NE
CFA
Ryan Stephen Sabol
MUTUAL ADVISORS, LLC·OMAHA, NE
John Thomas Jr Bradley
TD AMERITRADE, INC.·OMAHA, NE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Nebraska
LINCOLN (90)LA VISTA (18)LAVISTA (12)GRAND ISLAND (8)NORTH PLATTE (7)NORFOLK (6)SCOTTSBLUFF (5)KEARNEY (5)LOUISVILLE (4)HASTINGS (4)
City Guides
LINCOLN GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND GuideNORTH PLATTE Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
Request removal of this profile