Arnold David Weitz
Professional Summary
Arnold David Weitz is a registered financial advisor currently at ARNOLD WEITZ & CO located in Omaha, Nebraska and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Elkhorn, Nebraska. Arnold is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1972. Arnold has worked at 9 firms and has passed the Series 65, Series 63, Series 7TO, SIE, PC, Series 1, Series 24 and Series 12 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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OSAIC WEALTH, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
54 years in the financial services industry
Current & Past Employments
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Current Firm
ARNOLD WEITZ & CO | WEITZ ARNOLD & CO
Contact Information
Main Address
20488 Park Rd, Elkhorn, NE 68022Phone Number
(402) 392-2244# of Employees
2SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
66AUM (Assets Under Management)
$438,072,517Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
ARNOLD WEITZ & CO | WEITZ ARNOLD & CO
State Registrations and Notice Filings
(1/4/1999)
(1/4/1999)
(1/4/1999)
(1/4/1999)
(1/4/1999)
(2/1/2013)
(1/4/1999)
(1/4/1999)
(3/17/2004)
(1/4/1999)
(4/9/2007)
(1/4/1999)
(2/2/2021)
(1/4/1999)
(1/2/2008)
(12/7/2009)
(1/4/1999)
(1/24/2005)
(5/12/2017)
(1/4/1999)
(1/4/1999)
(1/4/1999)
(8/14/2024)
(4/8/2025)
(11/21/2003)
(1/22/2002)
(9/17/2014)
(11/28/2022)
(1/25/2023)
(1/4/1999)
(5/30/2012)
(10/12/2006)
(1/29/2020)
(9/7/2001)
(1/4/1999)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
PC — AMEX Put and Call Exam
Passed May 1977Series 1 — Registered Representative Examination
Passed Jul 1972Series 12 — NYSE Branch Manager Examination
Passed May 1981SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Arnold David Weitz's CRS (Customer Relationship Summary).
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