Weis Advisory

David Olberding is a financial advisor at Weis Advisory with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Weis Advisory since 2015. Outside his advisory role, he is involved in the sale of fixed insurance products. Weis Advisory provides fee-based investment advisory and financial planning services primarily for individual and high-net-worth clients, along with retirement plan consulting and portfolio management. The firm manages approximately $187.9 million in assets and employs a combination of technical, fundamental, cyclical, and charting analyses to construct and supervise individualized portfolios.

Thomas 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.

Joshua Hildman is a financial advisor with Weis Advisory, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Weis Advisory since 2017 and previously held roles at LPL Financial, Park Avenue Securities, Guardian Life Insurance, Hy-Vee, and Metro Waste Authority. Weis Advisory is a fee-based, fiduciary registered investment adviser serving individual and high-net-worth clients with portfolio management, integrated financial planning, and retirement plan consulting. The firm manages approximately $225.6 million in assets across 716 client relationships, employing a four-person team that uses strategic asset allocation and a range of investment instruments, and maintains affiliations with accounting professionals, including some Certified Public Accountants.

Mitchell Moser is a financial advisor at Weis Advisory with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at LPL Financial and Morgan Stanley. He is also involved in a separate investment-related business, Weissenburger Investments and Financial Planning. Weis Advisory is a fee-based, fiduciary registered investment adviser serving individual and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting. The firm’s four-person team employs strategic asset allocation, security selection, and regular rebalancing, offering a wide range of investment instruments and maintaining custody primarily through LPL Financial.