Unclaimed Profile

Timothy Joseph Weitzel

WEITZEL FINANCIAL SERVICES, INC.·DUBUQUE, Iowa

SIE, Series 7, Series 14, Series 24, Series 27, Series 63, Series 65, Series 99TOClean record9 years registeredWEITZEL FINANCIAL SERVICES, INC.

2200 JOHN F. KENNEDY ROAD, DUBUQUE, IA 52002CRD# 1063210Firm CRD# 27346

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Joseph Weitzel · DUBUQUE, IA

Registration

CRD #1063210 · WEITZEL FINANCIAL SERVICES, INC. · 9 years registered

Brand Profile

Not yet started

Career History

WEITZEL FINANCIAL SERVICES, INC.

Aug 2016 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 27

Series 63

Series 65

Series 99TO

Registration record

First registered · August 23, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEITZEL FINANCIAL SERVICES, INC.

CRD 27346 · SEC 801-118164

AUM

$239M

Regulatory assets under management

Employees

1,518 client accounts

Services offered by WEITZEL FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WEITZEL FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Timothy Joseph Weitzel offer?

Timothy Joseph Weitzel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBUQUE, Iowa for a consultation.

What are Timothy Joseph Weitzel's credentials?

Timothy Joseph Weitzel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Joseph Weitzel located?

Timothy 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 Timothy Joseph Weitzel charge for services?

Timothy 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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