Weitz Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
26
Avg account
$0

Firm details

Headquarters
Omaha, Nebraska
CRD number
17673
Registered since
March 12, 1986

Firm profile

FINTRX

Overview

Weitz Securities, Inc. is organized as a corporation and is recorded as being owned by both a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" and provides minimal public detail about its fee arrangements, client types, or day‑to‑day advisory activities. The snapshot flags indicate the firm does not operate as a capital allocator, is not an active ESG investor, and is not designated as a multi‑state adviser. It is not listed as a newly formed adviser, does not act as a pension consultant, and is not identified as a related adviser to another registered entity. Those negative flags suggest a relatively narrow or limited public footprint rather than a broad institutional service model. Given the sparse disclosure on investment approach, client makeup, and business lines, third parties should expect to need direct engagement for specifics about services, account types, and investment strategies.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 26
  • Jessica Nagengast

    Jessica Nagengast

    Senior Client Relationship RepresentativeCRD 5146530

  • Giuseppe Merlo

    Giuseppe Merlo

    Regional DirectorCRD 4978968

  • Ryan Holloman

    Ryan Holloman

    Vice PresidentCRD 5022519

Unlock 23 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth