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Thomas Michael Weissenburger

Investment adviser representative at Weis Advisory
26 yearsExperience
2 statesRegistered in
$225.6MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

26 years in the industry.

  1. Weis AdvisoryApr 2015 to now
  2. LPL Financial LLCApr 2015 to now
  3. Weiss Accounting & Tax PreparationNov 2012 to now
  4. Weissenburger Investments & Planning Inc.Nov 2011 to now
  5. Insurance-non VariableAug 2010 to now
  6. Weissenburger Real Estate LLCAug 2010 to now
  7. Touch and Go LLCDec 2007 to now
  8. Weissenburger AviationFeb 2000 to now
  9. Aeroplanes2, LLCMay 2012 to Jul 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (IA, TX).

Weis Advisory

Legal name: Weis Advisory, LLC

$225.6MAssets managed
716Clients
4Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2119726
Firm CRD
217517
Advisor's SEC record (opens in a new tab)
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