WEITZEL FINANCIAL SERVICES, INC.
Dubuque, Iowa
5.0
3 Reviews
Weitzel Financial Services, Inc., headquartered in Dubuque, IA, is a leading investment advisory firm serving over 660 individual clients with an impressive $199,141,000 in assets under management. With a strong focus on personalized financial solutions, Weitzel Financial Services, Inc. has established itself as a trusted partner for individuals and employer 401Ks seeking expert guidance. As a small but highly experienced firm, Weitzel Financial Services, Inc. offers comprehensive investment advisory services, specializing in employer-sponsored retirement plans and individual portfolios. Their team of three dedicated employees, a...
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Assets Under Mgmt

$199.14M

Investment Professionals

3

Locations

0

% 401K & Individual

53%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Educational seminars/workshops
Other Business Activities
Broker-dealer (Registered or unregistered)
Insurance broker or agent
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