Weitzel Financial Services, Inc.
● SEC registered since 2020CRD 27346SEC# 801-118164Dubuque, IA
Reg. AUM
$327.8M
Employees
4
Accounts
1,134
Location
Dubuque, IA
About Weitzel Financial Services
Weitzel Financial Services provides financial planning and investments from Dubuque, Iowa. Services include retirement planning, employer-sponsored retirement plans, life insurance and long-term care, and education planning.
Summary based on the firm’s website.
Weitzel Financial Services, Inc. assets under management
Weitzel Financial Services, Inc. operates as an SEC-registered investment adviser based in Dubuque, IA. The firm has been registered since 2020. It reports $327.8 million in regulatory assets under management and employs 4 people.
Weitzel Financial Services, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Joseph Weitzel | Vice President/Ria Chief Compliance Officer | 25-50% | 2016 |
| Timothy Joseph Weitzel Control | President / Bd Chief Compliance Officer | 50-75% | 1990 |
Frequently asked questions
How much does Weitzel Financial Services, Inc. manage?
Weitzel Financial Services, Inc. reports $327.8 million in regulatory assets under management on its Form ADV.
How many employees does Weitzel Financial Services, Inc. have?
Weitzel Financial Services, Inc. reports 4 employees.
Where is Weitzel Financial Services, Inc. located?
Weitzel Financial Services, Inc. is based in Dubuque, IA and has been SEC-registered since 2020.
Does Weitzel Financial Services, Inc. disclose fund performance?
Weitzel Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1200 Cedar Cross Rd, Suite 103, Dubuque, IA 52003 |
| Phone | 563-583-6020 |
| Fax | 563-583-6053 |
| Office hours | 8:00 a.m. To 4:45 p.m. Ct |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1846789 |
| Discloses disciplinary history | No |
Regulatory AUM
$327.8M▲ 37%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,369 advisers
EmployeesTop 69%
More than 31% of 16,804 advisers
Assets under management
$327.8Mregulatory AUM
Discretionary $324.7MNon-discretionary $3.1M