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Financial ADVSR advisor directory · SEC adviser records

Weis Advisory financial advisors in Clive, IA

Every SEC-registered investment adviser representative at a Weis Advisory office in Clive, A to Z.

3 registered advisors work at Weis Advisory in Clive, out of 3 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Weis Advisory advisors in Clive, A to Z

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Weis Advisory advisors in every city and state →Weis Advisory: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Clive

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RBC Capital Markets, LLC 25Raymond James & Associates, Inc. 20Osaic Wealth, Inc. 7Wells Fargo Clearing Services, LLC 5Edward Jones 4LPL Financial LLC 4Paladin Wealth Partners 3

Questions

How many financial advisors does Weis Advisory have in Clive?

3 investment adviser representatives are registered at Weis Advisory offices in Clive, Iowa, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Weis Advisory one of the largest advisor employers in Clive?

Weis Advisory ranks number 8 in Clive by registered advisors; RBC Capital Markets, LLC has the most, with 25.

How do I check a Weis Advisory advisor in Clive?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.