A complete list of active advisors currently associated with Weitzel Financial Services, Inc.

Warmer can help you find a great advisor at Weitzel Financial Services, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Weitzel Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.