Weitzel Financial Services, Inc.

Weitzel Financial Services, Inc. (CRD# 27346) is a financial advisory firm headquartered in Dubuque, IA. They manage $238,564,031 in 1,518 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2200 John F. Kennedy Road, Suite 103, Dubuque, IA 52002
http://www.weitzelfinancial.com
By the Numbers
  • Total Assets Under Management
    239
    MILLION
  • Total Number of Accounts
    1,518
    ACCOUNTS
  • Average Account Value
    $157,157
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
The map below shows states where this firm has explicit registration only.

FL, IA, IL, TX, WI

Financial Advisors at Weitzel Financial Services, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Martin Berger, financial advisor Dubuque IA
Martin T. Berger
CRD#: 1022057
2200 John F. Kennedy Rd, Suite 103, Dubuque, IA 52002

Martin Berger (CRD# 1022057) is an Investment Advisor Representative working at Weitzel Financial Services, Inc. in Dubuque, IA and has over 39 years of experience in the finance industry.

2
Raymond Quint, financial advisor Dubuque IA
Raymond A. Quint
CRD#: 1809185
2200 John F. Kennedy Rd, Suite 103, Dubuque, IA 52002

Raymond Quint (CRD# 1809185) is an Investment Advisor Representative working at Weitzel Financial Services, Inc. in Dubuque, IA and has over 36 years of experience in the finance industry.

3
Donald Rupp, financial advisor Dubuque IA
Donald F. Rupp
CRD#: 1040639
2200 John F. Kennedy Rd, Suite 103, Dubuque, IA 52002

Donald Rupp (CRD# 1040639) is an Investment Advisor Representative working at Weitzel Financial Services, Inc. in Dubuque, IA and has over 41 years of experience in the finance industry.

4
John Vyverberg, financial advisor Dubuque IA
John E. Vyverberg
CRD#: 1023829
2200 John F. Kennedy Rd, Suite 103, Dubuque, IA 52002

John Vyverberg (CRD# 1023829) is an Investment Advisor Representative working at Weitzel Financial Services, Inc. in Dubuque, IA and has over 37 years of experience in the finance industry.

5
Bradley Weitzel, financial advisor Dubuque IA
Bradley J. Weitzel
CRD#: 5749280
2200 John F. Kennedy Rd, Suite 103, Dubuque, IA 52002

Bradley Weitzel (CRD# 5749280) is an Investment Advisor Representative working at Weitzel Financial Services, Inc. in Dubuque, IA and has over 13 years of experience in the finance industry.

6
Timothy Weitzel, financial advisor Dubuque IA
Timothy J. Weitzel
CRD#: 1063210
2200 John F Kennedy Rd, Suite 103, Dubuque, IA 52002

Timothy Weitzel (CRD# 1063210) is an Investment Advisor Representative working at Weitzel Financial Services, Inc. in Dubuque, IA and has over 41 years of experience in the finance industry.

7
Matthew Moore, financial advisor Dubuque IA
Matthew J. Moore
CRD#: 7049601
2200 John F. Kennedy Road, Suite 103, Dubuque, IA 52002

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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