Thomas Weimer
Thomas Weimer is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Altoona, PA, with 49 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
180 Charlotte Drive, Suite 100, Altoona, PA, 16601
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Regulatory History (1)
Customer Dispute
February 2001Other Business Activities
Thomas is a finance council member for the Roman Catholic Diocese of Altoona-Johnstown and a finance committee member for St. John the Evangelist Catholic Church, dedicating minimal time to each. He also serves as treasurer for the Msgr. Joseph M. Luddy Scholarship Board and Director Emeritus for ARC of Blair County, spending minimal time on these activities as well, and is an executor/administrator for a family estate.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Kidder, Peabody & CO., IncorporatedBroker
State Registrations31 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.