AdFi
TJ

Timothy Joseph Weitzel

Investment Adviser Representative at WEITZEL FINANCIAL SERVICES, INC.

Dubuque, IACRD #1063210Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
44 yrs
States Registered
8 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 8 states
ArizonaColoradoFloridaIllinoisIowaMichiganSouth DakotaWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/17/2016
Series 63
Uniform Securities Agent State Law Examination
Passed 8/23/1982
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/21/1982
Series 14
Compliance Officer Examination
Passed 1/2/2023
Series 27
Financial and Operations Principal Examination
Passed 2/20/1990
Series 24
General Securities Principal Examination
Passed 9/23/1983

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
8/23/2016Dubuque, IA
IOWA WISCONSIN CAPITAL INC.
9/24/19821/17/1991Dubuque, IA

Official records & sources

Data as of August 10, 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. Timothy Joseph Weitzel 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.

Timothy Joseph Weitzel - Financial Advisor in Dubuque, IA | AdvisorFinder