Weis Advisory

David Olberding is a financial advisor at Weis Advisory with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Weis Advisory since 2015. Outside his advisory role, he is involved in the sale of fixed insurance products. Weis Advisory provides fee-based investment advisory and financial planning services primarily for individual and high-net-worth clients, along with retirement plan consulting and portfolio management. The firm manages approximately $187.9 million in assets and employs a combination of technical, fundamental, cyclical, and charting analyses to construct and supervise individualized portfolios.

Thomas Weissenburger is a financial advisor with Weis Advisory in Clive, Iowa, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at LPL Financial and his own ventures such as Weiss Accounting & Tax Preparation and Touch And Go LLC, a car wash business. Outside of finance, he has worked as a basketball and football coach. Weis Advisory provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of technical, fundamental, cyclical, and charting analyses to create tailored portfolios and offers both discretionary and non-discretionary account management.

Joshua Hildman is a financial advisor with Weis Advisory in Clive, Iowa, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Weis Advisory and LPL Financial since 2017 and previously held roles at Park Avenue Securities, Guardian Life Insurance, Hy-Vee, and Metro Waste Authority. Weis Advisory provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $187.9 million in assets, offering personalized portfolio construction and ongoing supervision through a mix of analytical approaches and both long- and short-term strategies.

Mitchell Moser is an advisor at Weis Advisory in Clive, IA, holding Series 63, 65, and 66 licenses with 13 years of industry experience. He has worked at LPL Financial since 2017 and previously at Morgan Stanley Distribution, Inc. from 2015 to 2016. Moser is also a 50% owner of Weissenburger Investments and Financial Planning, an entity related to his LPL business. Weis Advisory provides fee-based investment advisory and financial planning services primarily for individual and high-net-worth clients, along with retirement plan consulting and portfolio management. The firm manages approximately $187.9 million in assets and employs a mix of technical, fundamental, cyclical, and charting analyses to tailor investment strategies to client objectives.