Weisert Investment Services, Inc.

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Client assets under management

$1,501,890

Clients

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$107,278

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops Market timing Business management consulting

Main office location

Weisert Investment Services, Inc.

Virginia Beach VA, United States

Number of offices

Most active in

Virginia

Disclosures

Business activities & affiliations

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 757-636-0632

Advisors at this firm

Maegan C

Series 65

Virginia Beach, VA

Weisert Investment Services, Inc.

Maegan Cahoon is a financial advisor at Weisert Investment Services, Inc. in Virginia Beach, VA, holding a Series 65 designation with nine years of industry experience. She has worked with myPRO, Inc. since 2012, where she serves as a Business Operations Manager and Officer for a Class A Construction Contractor. Weisert Investment Services, Inc. is a small firm with two advisors, providing supported investment services.

Roy W

CFP®, Series 63, Series 65

Virginia Beach, VA

Weisert Investment Services, Inc.

Roy Weisert is a CFP® with 20 years of experience in financial advising at Weisert Investment Services, Inc., a firm he has been associated with since 1994. He also holds a senior civil service position as Strategic Operations Director at the Department of the Navy, where he leads strategic planning efforts. Weisert Investment Services, Inc. is a small firm based in Virginia Beach, VA, supporting a client-focused approach with a team of two advisors.

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