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Bradley Joseph Weitzel

WEITZEL FINANCIAL SERVICES, INC.·DUBUQUE, Iowa
Clean recordWEITZEL FINANCIAL SERVICES, INC.
2200 JOHN F. KENNEDY ROAD, DUBUQUE, IA 52002CRD# 5749280Firm CRD# 27346

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley Joseph Weitzel · DUBUQUE, IA
Registration
CRD #5749280 · WEITZEL FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Bradley Joseph Weitzel is a registered financial advisor based in DUBUQUE, Iowa, affiliated with WEITZEL FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
WEITZEL FINANCIAL SERVICES, INC.
WEITZEL FINANCIAL SERVICES, INC.
AUM
$239M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WEITZEL FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5749280
Firm CRD# 27346
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bradley Joseph Weitzel offer?
Bradley Joseph Weitzel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBUQUE, Iowa for a consultation.
What are Bradley Joseph Weitzel's credentials?
Bradley Joseph Weitzel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Joseph Weitzel located?
Bradley Joseph Weitzel is based in DUBUQUE, Iowa, working with WEITZEL FINANCIAL SERVICES, INC.. Their office serves clients in the DUBUQUE metropolitan area and surrounding communities.
How does Bradley Joseph Weitzel charge for services?
Bradley Joseph Weitzel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEITZEL FINANCIAL SERVICES, INC.?
WEITZEL FINANCIAL SERVICES, INC. has approximately 3 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEITZEL FINANCIAL SERVICES, INC.

Timothy Joseph Weitzel
DUBUQUE, IA

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