Weitzel Financial Services, Inc.

Overview

Weitzel Financial Services, Inc. is a Broker Dealer and registered investment adviser based in Dubuque, IA, registered since 1990. It reports $328M in assets under management across 1,134 accounts, with 4 employees. Its 7 registered representatives work across 1 branch offices in 1 state.

Reported AUM

$328M

Discretionary

99%

Accounts

1,134

Average account

$289K

Employees

4

Registered reps

7

Branch offices

1

Registered since

1990

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Products and services

• Insurance
• Investment Advisory Services
• Mutual Fund/Retailer
• Mutual Funds
• Retirement/Pension Products
• Variable Life Insurance & Annuities

Executive officers 2 of 2

• Timothy Joseph Weitzel President, Broker-Dealer Chief Compliance Officer, Broker Dealer Chief Compliance Officer CRD 1063210
• Bradley Joseph Weitzel Vice President, Registered Investment Advisor Chief Compliance Officer, Vice President-Registered Investment Officer CRD 5749280

Registered reps 3 of 7

• Martin T Berger Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1022057
• Jake Douglas Layman Registered Rep · Investment Adviser Rep CRD 8303032
• Matthew James Moore Insurance Agent · Investment Adviser Rep CRD 7049601

4 more registered reps, with emails, phones and branch locations

Location

Headquarters

1200 Cedar Cross Rd Ste 103
Dubuque, IA 52003

County

Dubuque

Metro area

Dubuque, IA

Region

Midwest

Branch offices

1 in 1 state

Registrations

• SEC registered, corporation formed in Iowa
• Registered in 11 jurisdictions
• Website: weitzelfinancial.com

Every state, with registration dates

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