Weitzel Financial Services, Inc.
Firm details
- Headquarters
- Dubuque, Iowa
- CRD number
- 27346
- Registered since
- March 4, 2020
- Website
- www.weitzelfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.47%
- Individuals43.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Weitzel Financial Services, Inc. is a corporation operating as an independent broker-dealer that also provides insurance brokerage. The firm is registered with the SEC (registered in 2020) and describes itself as a capital allocator that serves individual and family clients. Its advisory work spans financial planning, portfolio management for individuals/small businesses and for businesses/institutions, selection of other advisers, and educational seminars/workshops. Fee arrangements include percentage-of-AUM, hourly charges, and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents7%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 6
Bradley Weitzel
Co-Owner, Vice PresidentCRD 5749280
Matthew Moore
Administrative AssistantCRD 7049601
Martin Berger
Registered RepresentativeCRD 1022057
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$409M in ETFs
92%
$374M
8%
$34.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $64.2M | 690,842 | 15.72% |
Location
Dubuque, IA
Dubuque
Location
Dubuque, IA
Headquartered in Dubuque, IA, in the Midwest of the United States.
- Region
- Midwest
- County
- Dubuque
- Address
- 1200 Cedar Cross Rd
- Time zone
- CT (UTC-6)
- Office locations
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