Jessica
Nagengast
Weitz Investment Management, Inc
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About this Advisor
Jessica Nagengast is a certified financial planner operating out of Omaha, Nebraska with 6 years of relevant experience. Nagengast currently works for Weitz Investment Management, Inc. During their career, the advisor has held roles at Lpl Financial LLC, Weitz Investment Management, Inc and Weitz Securities, Inc. Nagengast maintains a Series 63 license, certifying them as a securities agent, and can operate in Nebraska. Weitz Investment Management, Inc is a registered investment firm that has its headquarters in Omaha, NE. It has $4 billion in total assets among its 24 accounts, placing it among the biggest firms in the country by assets under management. The firm advises six charitable organizations. Of its 24 customer accounts, 23% are associated with high-net-worth investors who have greater than $1 million in investable assets. Weitz Investment Management, Inc has a set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. A financial advisor's fees largely are based on which services the firm provides the client. However, fees charged by Weitz Investment Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Weitz Investment Management, Inc Brokerage Details
$3,604,320,081
36
24
$150,180,003
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Jessica Nagengast Work History
Jessica has been registered as a financial advisor for 6 years.*
Weitz Investment Management, Inc
Weitz Securities, Inc
Lpl Financial LLC
*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 Jessica Nagengast to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Weitz Investment Management, Inc
Omaha, NE
Omaha, NE
Omaha, NE
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
