SEC CRD #801-123482
Weis Advisory, a registered investment advisor. Weis Advisory and Weissenburger Investments and Financial Planning are separate entities from LPL Financial. Weis Advisory is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm targets individual and family clients, Weis Advisory is a fee‐based, fiduciary registered investment adviser serving individual and high‐net‐worth clients with portfolio management, integrated ...
THOMAS WEISSENBURGER
CHIEF COMPLIANCE OFFICER
📞 (888) 978-2082
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AUM
$226M
Location
CLIVE, IA
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