| 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 |
Weitzel Financial Services, Inc. reports $274.3 million in regulatory assets under management on its Form ADV.
Weitzel Financial Services, Inc. reports 3 employees.
Weitzel Financial Services, Inc. is based in Dubuque, IA and has been SEC-registered since 2020.
Weitzel Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2200 John F. Kennedy Road, Suite 103, Dubuque, IA 52002 |
| 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 |
| Discretionary | $271.3M |
| Non-discretionary | $3M |
| Total (RAUM) | $274.3M |