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Wallace Roger Weitz

WEITZ INVESTMENT MANAGEMENT, INC.·OMAHA, Nebraska
SIE, Series 1, Series 3, Series 24, Series 63, Series 99TOClean recordWEITZ INVESTMENT MANAGEMENT, INC.
3555 FARNAM STREET, OMAHA, NE 68131-3312CRD# 462632Firm CRD# 105088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wallace Roger Weitz · OMAHA, NE
Registration
CRD #462632 · WEITZ INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 3
Series 24
Series 63
Series 99TO
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. →
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Frequently Asked Questions

What services does Wallace Roger Weitz offer?
Wallace Roger Weitz specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.
What are Wallace Roger Weitz's credentials?
Wallace Roger Weitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wallace Roger Weitz located?
Wallace Roger Weitz 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 Wallace Roger Weitz charge for services?
Wallace Roger Weitz'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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Other Advisors at WEITZ INVESTMENT MANAGEMENT, INC.

Lori Ann Dorsey
OMAHA, NE
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

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Research
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