Oberweis Securities, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
22
Avg account
$0

Firm details

Headquarters
Lisle, Illinois
CRD number
42060
Registered since
December 23, 1996

Firm profile

FINTRX

Overview

Oberweis Securities, Inc. is organized as a corporation and has been SEC-registered since 1996. The firm is owned by an individual and is classified in the dataset as “unclassified.” According to the available records, it does not operate as a capital allocator, is not an active ESG investor, and is not designated as a multi-state or newly formed adviser. The firm is also not identified as a pension consultant or a related adviser. Public disclosures in the source data do not provide detail on the firm’s advisory services, fee schedule, business activities, or client segmentation.

Assets & Accounts

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

Owners & executives

1 of 1
  • Thomas Joyce

    Thomas Joyce

    Chief Compliance OfficerCRD 5953683

Contacts

3 of 21
  • Scott Braser

    Scott Braser

    Vice President, Fixed IncomeCRD 5836218

  • Brett Pierson

    Brett Pierson

    Director, PrincipalCRD 6045792

  • Benjamin Krimmel

    Benjamin Krimmel

    Client ServicesCRD 4806902

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lisle, IL

Du Page

Location

Lisle, IL

Headquartered in Lisle, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
3333 Warrenville Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth