Frederick
Weihmiller
Advisors Asset Management, Inc
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About this Advisor
Frederick Weihmiller is a financial advisor working out of Monument, Colorado with 1 year of relevant experience. Weihmiller is currently employed by Advisors Asset Management, Inc. Over the course of their career, Weihmiller has held roles at Advisors Asset Management, Inc, Matrix Financial Solutions, Td Ameritrade Trust Company, Delmark Electic Company, Delmark Electric Company, King Soopers, University Of Colorado Colorado Springs Student Farm, Unemployeed/Student, Tsr Agristruction and Sanctuary Golf Course. Weihmiller holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado. Advisors Asset Management, Inc is a financial advisory business operating out of Monument, CO. The company has offices in nine locations and a total of 253 people on staff. It administers $4 billion in assets among its 1,634 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves two charitable organizations. Of its 1,634 client accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets. The company provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Financial management fees typically depend on the services. Fees charged by Advisors Asset Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisors Asset Management, Inc Brokerage Details
$3,740,185,737
253
1,634
$2,288,975
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Frederick Weihmiller Work History
Frederick has been registered as a financial advisor for 1 years.*
Advisors Asset Management, Inc
Matrix Financial Solutions
Td Ameritrade Trust Company
Delmark Electic Company
Delmark Electric Company
King Soopers
University Of Colorado Colorado Springs Student Farm
Unemployeed/Student
Tsr Agristruction
Sanctuary Golf Course
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Frederick Weihmiller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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