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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-03 |
Branch Locations
4101 Parkstone Heights Drive Suite 210, Austin, TX 78746 • United States
190 Buckley Drive, Rockford, IL 61107 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp. | Austin | TX | 10/1997 | 11/2023 |
| Weinheimer Wealth Management | Austin | TX | 06/2014 | 11/2023 |
| Ameritas Life Insurance Corp | Lincoln | NE | 04/2015 | 11/2023 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 11/2023 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2023 | Present |
| Exencial Wealth Advisors Dba Weinheimer Wealth Management | Oklahoma City | OK | 11/2023 | 03/2026 |
| Parkstone Investments, Llc | Oklahoma City | OK | 06/2023 | Present |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
ASW PARKSTONE,. Not Investment Related. 4101 Parkstone Heights Austin, TX 78746. Rental Property. Owner. Start date 01/2009. 2 hrs/ month; none during trading hours. Own and operate the condo that is rental to the operating company 605 Sunset LLC, Not Investment Related. 615 Sunset St Fredericksburg, TX 78624. Rental Property. Owner. Start date 01/2021. 1 hr/ month; none during trading hours. My spouse handles the day to day operations of this AirBnB Parkstone Investments, LLC : Minority Owner and Voting Member, 2024. Mr. Weinheimer is a Minority Owner and Voting Member of Parkstone Investments, LLC. He provides non-securities-related services for the registered representatives of Purshe Kaplan Sterling Investments (PKS) ranging from marketing, compliance, human resources, payroll, and benefits administration. Not-investment related. Mr. Weinheimer devotes approximately 1% of his work week on this outside business activity. Purshe Kaplan Sterling Investments (PKS): Registered Representative, 2024: Investment Related: Mr. Weinheimer is a registered representative with PKS, where he works with PKS clients making investment recommendations to buy and sell various securities and/or investment products. In performing services as PKS registered representatives, Mr. Weinheimer is directly paid compensation by PKS and spend approximately five hours of his work week on this outside business activity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-16 |
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