Thomas Weissenburger is a registered investment advisor at Weis Advisory, based in Clive, IA, with 35 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 684 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are up to 2% of assets under management.
Fee Estimator
Location
16400 Sheridan Avenue, Clive, IA, 50325
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Thomas has several business activities, including Weissenburger Investments and Financial Planning, real estate rental, a business entity for tax/investment purposes, a car wash business, and a tax prep/accounting business. He also works as a basketball and football coach, and as an administrative assistant, and spends about 10-20% of his time as a registered investment advisor.
Employment History
Current Registrations
Weis Advisory
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Ffp Securities, INC.Broker
Vsr Financial Services, INC.Broker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.