WEITZEL FINANCIAL SERVICES, INC.

DUBUQUE, Iowa·2 registered advisors·CRD# 27346
SEC# 801-1181640563-583-6020
01

Firm Overview

AUM
$239M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WEITZEL FINANCIAL SERVICES, INC.

2 registered advisors
Bradley Joseph Weitzel
DUBUQUE, Iowa
Timothy Joseph Weitzel
DUBUQUE, Iowa
05

Office Locations

DUBUQUE, Iowa
2 advisors

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Data sourced from SEC Form ADV filings. WEITZEL FINANCIAL SERVICES, INC. (CRD# 27346) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.