Thomas Michael Weissenburger
Advisor at Weis Advisory — Clive, IA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
35 years
Location
Clive, IA 50325
Weis Advisory
Supported
Total advisors
4Clients per advisor
179 Very HighAvg AUM per client
$315,135 Very LowHNW client ratio
18% LowThomas Weissenburger is a financial advisor with Weis Advisory in Clive, Iowa, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at LPL Financial and his own ventures such as Weiss Accounting & Tax Preparation and Touch And Go LLC, a car wash business. Outside of finance, he has worked as a basketball and football coach. Weis Advisory provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of technical, fundamental, cyclical, and charting analyses to create tailored portfolios and offers both discretionary and non-discretionary account management.
up to 2% annually
Clive, IA
16400 Sheridan Avenue
Clive IA 50325
Advisors at this office
4
Iowa · Texas
35 years of industry experience
LPL Financial
2015 - Present • 11 years
Clive, IA
Weis Advisory
2015 - Present • 11 years
Clive, IA
Weiss Accounting & Tax Preparation
2012 - Present • 14 years
Clive, IA
Aeroplanes2, Llc
2012 - 2018 • 6 years
Clive, IA
Weissenburger Investments & Planning Inc.
2011 - Present • 15 years
Clive, IA
Weissenburger Real Estate Llc
2010 - Present • 16 years
Des Moines, IA
Insurance-Non Variable
2010 - Present • 16 years
Clive, IA
Touch And Go Llc
2007 - Present • 19 years
Des Moines, IA
Weissenburger Aviation
2000 - Present • 26 years
Clive, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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