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
% Discretionary
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
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