Kent Weilage
Kent Weilage is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Omaha, NE, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5812 S 144th St, Omaha, NE, 68197
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kent works as a financial advisor for First Investment and Planning, and also for FNBO. Both roles started in June 2022 and each takes about half of Kent's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Larimer Capital CorporationBroker
Allstate Financial Services, LLCBroker
Nylife Securities LLCBroker
Edward Jones
Edward JonesBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
H.D. Vest Investment Securities, INC.Broker
Multi-Financial Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Isfa CorporationBroker
Dean Witter Reynolds INC.Broker
Summit Capital CorporationBroker
State Registrations13 states
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