David Bradley Olberding
Investment adviser representative at Weis Advisory
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Weis AdvisoryApr 2015 to now
- LPL FinancialApr 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 4684797
- Firm CRD
- 217517