David Olberding is a registered investment advisor at Weis Advisory, based in Clive, IA, with 22 years of industry experience. David 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 ActivitiesSells Insurance
David sells fixed insurance products. He also operates Weissenburger Investments and Financial Planning Incorporated as a DBA for his LPL business, dedicating about 10-20% of his time, and works as a registered investment advisor hybrid with Weis Advisors, spending a few hours per week during trading hours.
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.Broker
Fsc Securities CorporationBroker
State Registrations23 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.