David Olberding has been an investment adviser representative at Weis Advisory since May 2015, and is not listed among the firm’s executive officers or direct owners.
Weis Advisory, LLC is a Clive, IA firm with $226M under management, 716 clients and 4 advisers in one office, as of its March 2026 filing.
David Olberding’s longest registration is the current one, 11 years at Weis Advisory since 2015. Before joining Weis Advisory in 2015, David Olberding was registered through Raymond James Financial Services Advisors, Inc.
- Raymond James Financial Services Advisors, Inc– · 3 yearsClive, IA · Adviser representative · Firm CRD 149018
Investment adviser representative registrations
David Olberding is registered as an investment adviser representative in Iowa, since May 2015.
- IowaSince 1 May 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 July 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 August 2003 |
| Series 7 | General Securities Representative Examination | 12 August 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Bradley Olberding
- CRD
- 4684797
- Firm
- Weis Advisory · CRD 217517
- Office
- 16400 SHERIDAN AVENUE, Clive, IA 50325
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does David Olberding work?
David Olberding is an investment adviser representative registered through Weis Advisory, LLC since May 2015, and is not listed among the firm’s executive officers or direct owners.
Is David Olberding a financial advisor?
Yes. David Olberding has a current investment-adviser registration in Iowa, through Weis Advisory since May 2015.
How many years of experience does David Olberding have?
David Olberding has 23 years in the financial industry, since August 2003, across 2 adviser firms.
What exams has David Olberding passed?
David Olberding has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in August 2003. FINRA credited David Olberding with the SIE, which began in October 2018.
Where did David Olberding work before Weis Advisory?
Before Weis Advisory, David Olberding was registered through Raymond James Financial Services Advisors, Inc, August 2011 to May 2015.
Where is David Olberding based?
David Olberding’s registered office is in Clive, IA.
Is David Olberding registered with FINRA?
Yes. David Olberding has a current broker registration, under CRD 4684797.
Source: FINRA BrokerCheck
How can I verify David Olberding’s record?
Search CRD 4684797 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Olberding’s full registration record.