WEITZEL FINANCIAL SERVICES, INC.

2200 John F. Kennedy Road
Suite 103
Dubuque, Iowa 52002
Tel: 563-583-6020

About WEITZEL FINANCIAL SERVICES, INC.

WEITZEL FINANCIAL SERVICES, INC, formally registered with the SEC as WEITZEL FINANCIAL SERVICES, INC. The firm was established in 03/04/2020. They have over 1 offices throughout the country.

WEITZEL FINANCIAL SERVICES, INC. is a Dubuque, Iowa based Financial Planning firm with nearly $238,564,031 assets under management, offering retirement planning & investment advisory services to 1518 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	27346
SEC#	801-118164
Assets Managed by Firm	$238,564,031
No. of Clients	1518
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1518	$238,564,031
Individuals (other than high net worth individuals)	728	$117,600,405
High net worth individuals	228	$120,963,626

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