President and Chief Compliance Officer · Weis Advisory
Thomas M. Weissenburger
CRD 2119726 · Named on Form ADV at one SEC-registered adviser
At a glance
Weis Advisory, an SEC-registered wealth manager based in Clive, IA with $226 million in regulatory assets, lists Thomas M. Weissenburger on its Form ADV as President and Chief Compliance Officer, a control person.
Firms and roles
- Weis AdvisoryPresident and Chief Compliance OfficerWealth manager · Clive, IA · $226M in regulatory assets
AtlasMembers
Thomas’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.