CRD: 27346
Weitzel Financial Services, Inc.
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- Custodian
- Betterment · Charles Schwab & Company · Transamerica
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-05-1991
- Office Locations
- 1
Office Locations
About Weitzel Financial Services, Inc.
Weitzel Financial Services, Inc. is an independent Dubuque, IA advisory firm providing personalized portfolio advice and financial planning with an unbiased, diversified approach. The team emphasizes disciplined asset allocation and long-term, low-turnover, value-oriented investingnot trading or market timingand offers clients broad choice across third-party managers and investments rather than proprietary products.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
TIMOTHY JOSEPH WEITZEL
Owner, President
- CRD
- #1063210
- Ownership
- 50% but less than 75%
BRADLEY JOSEPH WEITZEL
VICE PRESIDENT
- CRD
- #5749280
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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MARTIN THOMAS BERGER
Managing Member
- CRD
- #1022057
Jake Douglas Layman
--
- CRD
- #8303032
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $324,653,982 | $290,129 |
| Non-Discretionary | $3,117,426 | $207,828 |
| Total | $327,771,408 | $289,040 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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