Matthew Moore, financial advisor Dubuque IA

Matthew Moore

CRD Number: 7049601
Current Firm: Weitzel Financial Services, Inc.

Matthew Moore (CRD# 7049601) is an Investment Advisor Representative working at Weitzel Financial Services, Inc. in Dubuque, IA and has over 4 years of experience in the finance industry.

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Investments By Design, Inc.
Company Name Location Dates Years
Weitzel Financial Services, Inc. Dubuque, IA Nov 2018 - Current 5
Veridian Credit Union For John Fabiano Dubuque, IA Sep 2017 - Current 6
Boyer Landscaping & Irrigation East Dubuque, IL Jun 2016 - Nov 2018 2
Kirkwood Community College Cedar Rapids, IA Aug 2014 - Jun 2016 1
Betty Jane Candies Dubuque, IA Aug 2012 - Aug 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2020
S63 Uniform Securities State Law Examination Apr 2024
Contact Info for Matthew J. Moore
Phone Number: 563-583-6020
Registered State(s):
  • IL
  • IA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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