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Matthew James Moore

Investment Adviser Representative at WEITZEL FINANCIAL SERVICES, INC.

Dubuque, IACRD #7049601Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Iowa
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 4/8/2024
Series 65
Uniform Investment Adviser Law Examination
Passed 1/17/2020
SIE
Securities Industry Essentials Examination
Passed 3/5/2025
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/8/2024

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Weitzel Financial Services, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEITZEL FINANCIAL SERVICES, INC.Current
1/17/2020Dubuque, IA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View WEITZEL FINANCIAL SERVICES, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew James Moore has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Matthew James Moore - Financial Advisor in Dubuque, IA | AdvisorFinder