Financial ADVSR advisor directory · SEC adviser records
Weis Advisory financial advisors in Iowa
Every SEC-registered investment adviser representative at a Weis Advisory office in Iowa, by city and A to Z.
3 registered advisors work at Weis Advisory in Iowa, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Clive (3). 0 list the CFP designation and 3 are also registered broker representatives.
Weis Advisory advisors by city in Iowa
Every firm in Iowa →Weis Advisory advisors in Iowa, A to Z
Search by name →- Mitchell W. MoserClive
- David B. OlberdingClive
- Thomas M. WeissenburgerClive
Weis Advisory advisors in every state →Weis Advisory: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Weis Advisory financial advisors are in Iowa?
3 investment adviser representatives are registered at Weis Advisory offices in Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Where in Iowa does Weis Advisory have the most advisors?
Clive, with 3. Weis Advisory has advisors in 1 city in Iowa.
How do I check a Weis Advisory advisor in Iowa?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Weis Advisory office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.