Unclaimed Profile

Lori Ann Dorsey

WEITZ INVESTMENT MANAGEMENT, INC.·OMAHA, Nebraska

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Lori Ann Dorsey is a registered financial advisor based in OMAHA, Nebraska, affiliated with WEITZ INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

WEITZ INVESTMENT MANAGEMENT, INC.

AUM

$5.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEITZ INVESTMENT MANAGEMENT, INC. →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2077073

Firm CRD# 105088

View on FINRA BrokerCheck →

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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.

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