Weis Advisory, a small investment advisory firm based out of Clive, IA, is dedicated to providing personalized financial solutions to their clients. With over 460 individual clients and a staggering $143,693,000 in assets under management, Weis Advisory is a trusted partner in helping individuals and employers navigate the complex world of investment. A significant portion of their assets under management is derived from employer 401Ks and individual accounts, showcasing their expertise in this particular area. With a remarkable track record, they manage 90% of their assets on a discretionary basis, offering clients the peace of ...