WEITZEL FINANCIAL SERVICES, INC.
SEC RegisteredAbout the firm
Established in January of 1991 by Timothy J. Weitzel, Weitzel Financial Services, Inc. (WFS) is a Registered Investment Advisor and Independent Broker/Dealer in Dubuque, IA. Over three plus decades, WFS has continued to grow, adding additional representatives and expanding the reach of its services throughout the Tri-State area and beyond.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement Planning, Employer Sponsored Retirement Plans, Life Insurance and Long-Term Care, Education Planning, and investment advisory services focused on long term, low turnover, consistent investing with access to world class money managers.
Who they serve
Clients seeking personalized, unbiased and diversified financial advice on managing their portfolio, working with skilled representatives to achieve their financial goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 831 | $143M |
| High Net Worth Individuals | 303 | $185M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of January 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WEITZEL FINANCIAL SERVICES, INC. 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 the SEC or FINRA websites before making any decision.