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 an independent broker-dealer and registered investment adviser that serves individual and family clients. Organized as a corporation and owner-operated, the firm offers a mix of brokerage and insurance distribution alongside advisory services such as financial planning and discretionary portfolio management for individuals, small businesses and institutions. The firm also conducts manager selection for outside advisers and delivers educational workshops. Fee arrangements include assets-under-management, hourly fees and fixed fees, and the firm functions as a capital allocator, placing client capital with third-party managers when appropriate. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 7
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 54Active vs passive
$398M in ETFs
92%
$364M
8%
$33.8M
| 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 | $61.8M | 684,063 | 15.51% |
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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