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WEITZEL FINANCIAL SERVICES, INC.
CRD 27346 · SEC 801-118164
2200 JOHN F. KENNEDY ROAD, SUITE 103, DUBUQUE, IA, 52002, United States
Phone
563-583-6020
Fax
563-583-6053
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$327.8M
Discretionary AUM
$324.7M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 831 | $142.7M |
| High net worth individuals | 303 | $185.1M |
States served
IL, IA, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD