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FIRM PROFILE
Overview
WEITZ SECURITIES, INC. is located at Blackstone Plaza 3555 Farnam Street, Suite 800, Omaha, NE 68131 and was first established at Kansas City, Nebraska in 01/03/1986. After operating for 40 years, WEITZ SECURITIES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of WEITZ SECURITIES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. WEITZ SECURITIES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at WEITZ SECURITIES, INC. are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access WEITZ SECURITIES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at WEITZ SECURITIES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for WEITZ SECURITIES, INC. Comes From
Understanding the Statistics for WEITZ SECURITIES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
Blackstone Plaza 3555 Farnam Street, Suite 800, Omaha, NE 68131
Blackstone Plaza 3555 Farnam Street, Suite 800, Omaha, NE 68131
Small
(402) 391-1980
Nebraska since 01/03/1986
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| WEITZ, WALLACE ROGER | PRESIDENT; DIRECTOR | 462632 | |
| BENNETT, SHAR MARIE | VICE PRESIDENT, TREASURER | 4224171 | |
| BOYNE, JAMES JOSEPH | VICE PRESIDENT, ASSISTANT TREASURER | 2370445 | |
| DETISCH, JOHN ROBERT | VICE PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER | 5895775 | |
| DORSEY, LORI ANN | VICE PRESIDENT | 2077073 | |
| WEITZ, ANDREW STEVEN | SENIOR VICE PRESIDENT; DIRECTOR | 3070689 |
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Advisor's working at WEITZ SECURITIES, INC.
Jessica Joan Nagengast
Ryan Tanner Holloman
Giuseppe Merlo
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