Weitz Securities, Inc.
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 17673
- Registered since
- March 12, 1986
- Website
- weitzinvestments.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 26
Jessica Nagengast
Senior Client Relationship RepresentativeCRD 5146530

Giuseppe Merlo
Regional DirectorCRD 4978968

Ryan Holloman
Vice PresidentCRD 5022519
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Carson Group Brokerage, LLC
Broker-DealerOmaha, NE
Teckmeyer Financial Services, L.L.C.
Broker-DealerOmaha, NE
Axos Clearing LLC
Broker-DealerOmaha, NE
Mutual of Omaha Investor Services, Inc.
Broker-DealerOmaha, NE
Woodmen Financial Services, Inc.
Broker-DealerOmaha, NE
Haley Securities, Inc.
Broker-DealerOmaha, NE