Weitz Securities, Inc.
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 17673
- Registered since
- March 12, 1986
- Website
- weitzinvestments.com
Firm profile
FINTRXOverview
Weitz Securities, Inc. is a corporate entity that appears in FINTRX with an SEC registration dating back to 1986. The snapshot classifies the firm as "unclassified" and identifies owner type as a domestic entity/individual. The profile does not indicate that the firm acts as a capital allocator, and it is not flagged as a multi-state adviser or a newly formed adviser. The record does not supply details on client segmentation, advisory services, fee schedules, or broader business activities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 25
Jessica Nagengast
Senior Client Relationship RepresentativeCRD 5146530

Giuseppe Merlo
Regional DirectorCRD 4978968

Ryan Holloman
Vice PresidentCRD 5022519
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- Blackstone Plz Farnam St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Woodmen Financial Services, Inc.
Broker-DealerOmaha, NE
Carson Group Brokerage, LLC
Broker-DealerOmaha, NE
Teckmeyer Financial Services, L.L.C.
Broker-DealerOmaha, NE
Mutual of Omaha Investor Services, Inc.
Broker-DealerOmaha, NE
Axos Clearing LLC
Broker-DealerOmaha, NE
Haley Securities, Inc.
Broker-DealerOmaha, NE