WEIS ADVISORY

16400 Sheridan Avenue
Clive, Iowa 50325
Tel: (888) 978-2082

About WEIS ADVISORY

WEIS ADVISORY, formally registered with the SEC as WEIS ADVISORY. The firm was established in 03/18/2022. They have over 1 offices throughout the country.

WEIS ADVISORY is a Clive, Iowa based Financial Planning firm with nearly $157,637,425 assets under management, offering retirement planning & investment advisory services to 586 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	217517
SEC#	801-123482
Assets Managed by Firm	$157,637,425
No. of Clients	586
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	586	$157,637,425
Individuals (other than high net worth individuals)	447	$64,406,850
High net worth individuals	92	$93,230,575

More Retirement Planning firms in Clive, Iowa:

Firm Name	Assets Under Management	Total Clients	Total Advisors
PRINCIPAL ASSET MANAGEMENT 801 Grand Ave Des Moines, IA, 50392-0001	$377,222,976,882	6824	1955
PRINCIPAL REAL ESTATE 801 Grand Ave Des Moines, IA, 50392-0001	$93,913,367,327	643	645
AEGON ASSET MANAGEMENT US 6300 C Street Sw Cedar Rapids, IA, 52499-5338	$88,549,358,554	213	258
TRANSAMERICA RETIREMENT ADVISORS, LLC 6400 C Street Sw Cedar Rapids, IA, 52499	$16,157,423,229	212836	383
SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC 8300 Mills Civic Parkway West Des Moines, IA, 50266	$11,358,738,764	8	15

Explore More Retirement Advisors in Clive, Iowa

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.