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 that serves individual and family clients through a mix of advisory and brokerage services. The firm combines financial planning, portfolio management for both individuals/small businesses and institutional/business clients, selection of third‑party advisers, and educational workshops. It also operates as an insurance broker and charges clients via percentage of AUM, hourly fees, and flat fees. The firm is owned by an individual and functions as a capital allocator, suggesting it can both advise on and place client assets into external managers and funds.
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 7TIMOTHY WEITZEL
OwnerCRD 1063210
RAYMOND QUINT
CLU®CRD 1809185
Maya Wachter
Advisor ServicesCRD 8045240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$359M in ETFs
91%
$326M
9%
$33M
| 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 | $54M | 678,821 | 15.04% |
Location
DUBUQUE, IA
DUBUQUE
Location
DUBUQUE, IA
Headquartered in DUBUQUE, IA, in the Midwest of the United States.
- Region
- Midwest
- County
- DUBUQUE
- Address
- 2200 John F Kennedy Rd
- Time zone
- CT (UTC-6)
- Office locations
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