Weitzel Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Weitzel Financial Services provides advisory services to individuals (including high‑net‑worth clients), foundations, charitable organizations and businesses, offering comprehensive financial planning and ongoing portfolio management alongside automated advisory options and educational seminars. The firm’s services include both discretionary and non‑discretionary portfolio management, financial planning and solicitor relationships with third‑party automated managers.
Investment advice is delivered through a goal‑based, long‑term approach that emphasizes global diversification, asset allocation and a blend of strategies (core‑plus‑satellite, active and passive management) with periodic rebalancing. The firm implements portfolios using model allocations, sub‑advisors and multiple platform solutions, and it tailors execution to client objectives and account constraints.
Distinctive aspects of the firm include its dual role as a long‑standing broker‑dealer and independent insurance agency, permitting advisors to offer brokerage and insurance products in addition to fee‑based advisory services (with disclosures of potential conflicts). The firm also conducts periodic educational workshops and supports a relatively large client base — more than 1,100 client relationships served by a compact advisory team — which produces a higher client‑to‑advisor workload than many peers.
Client services
Expertise
Fee options
Fixed fees for ongoing planning services from $250 to $2,500 per quarter
$0 - $99,999: 1.50% annually $100,000 - $499,999: 1.25% annually $500,000 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.75% annually $3,000,000+: 0.50% annually
Commissions and other fees are earned through affiliated broker/dealer activities and insurance sales, not charged by advisory firm directly
$250 per hour for financial planning services
Fee-only: Financial planning at $250 per hour; fixed fees for ongoing planning $250 to $2,500 per quarter
Main office
1200 Cedar Cross Rd
Dubuque IA 52003-0306
Advisors at this office
6
Most active in
Florida · Illinois · Iowa · Nebraska · South Dakota · Texas · Wisconsin
Also doing business as
Weitzel Financial Services · Weitzel Financial Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Maya M
Series 65
Dubuque, IA
Weitzel Financial Services, Inc.
Maya Moroney is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA. She holds a Series 65 credential and has recently begun her career in the financial industry. Prior to this role, she worked in education and community credit unions. Weitzel Financial Services provides advisory services to individuals, foundations, charitable organizations, and businesses. The firm employs a goal-based, long-term investment approach with an emphasis on global diversification and asset allocation, offering both discretionary and non-discretionary portfolio management alongside financial planning and automated advisory options.
Timothy W
Series 63, Series 65
Dubuque, IA
Weitzel Financial Services, Inc.
Timothy Weitzel is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA, with 44 years of industry experience. He has been with Weitzel Financial Services since 1990 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an independent insurance agent affiliated with the firm. Weitzel Financial Services provides comprehensive financial planning and portfolio management to individuals, high-net-worth clients, foundations, charitable organizations, and businesses. The firm employs a goal-based, long-term investment approach with global diversification and a blend of active and passive strategies, and it also offers educational seminars and automated advisory options.
Matthew M
Series 63, Series 65
Dubuque, IA
Weitzel Financial Services, Inc.
Matthew Moore is a financial advisor with Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked at Weitzel Financial Services since 2018 and also serves as a caseworker for the Iowa Medicaid Program, supporting life skills development for mentally and socially handicapped youth. Weitzel Financial Services serves individuals, foundations, charitable organizations, and businesses with comprehensive financial planning and portfolio management focused on a goal-based, long-term investment approach that includes global diversification and a blend of active and passive strategies. The firm combines advisory services with brokerage and insurance offerings and supports over 1,100 client relationships through a small team of six advisors.
Raymond Q
Series 63, Series 65
Dubuque, IA
Weitzel Financial Services, Inc.
Raymond Quint is a financial advisor with Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Weitzel Financial Services since 2013 and concurrently leads Ray Quint & Associates, Inc., where he serves in multiple executive roles in insurance sales. Weitzel Financial Services offers comprehensive financial planning and portfolio management to individuals, foundations, charitable organizations, and businesses. The firm uses a goal-based, long-term investment approach with diversified strategies and conducts educational seminars while managing a sizable client base with a small advisory team.
Martin B
Series 63, Series 65
Dubuque, IA
Weitzel Financial Services, Inc.
Martin Berger is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 credentials with 44 years of industry experience. He has been with Weitzel Financial Services since 2015 and has owned Berger Benefits, a life and health insurance agency, since 2000. Weitzel Financial Services serves individuals, high-net-worth clients, foundations, charitable organizations, and businesses with comprehensive financial planning and portfolio management services. The firm employs a goal-based, long-term investment approach emphasizing diversification, asset allocation, and a blend of active and passive strategies, supported by model allocations and multiple platform solutions.
Bradley W
Series 63, Series 65
Dubuque, IA
Weitzel Financial Services, Inc.
Bradley Weitzel is a financial advisor with Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. He has worked with Weitzel Financial Services since 2010. In addition to his advisory role, he is also involved as an insurance agent, offering insurance products through an affiliated agency. Weitzel Financial Services provides financial planning and portfolio management to individuals, high-net-worth clients, foundations, charitable organizations, and businesses. The firm employs a goal-based, long-term investment approach emphasizing global diversification, asset allocation, and a mix of active and passive strategies, and also conducts educational seminars for its client base.
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