Advisor at Weitzel Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Weitzel Financial Services, Inc.
Location
Dubuque, IA 52002
Credentials
Series 65
Industry experience
< 1 year
Fixed financial planning assistance fees ranging from $250 to $2,500 per quarter
$0 - $99,999: 1.50% (150 basis points) annually $100,000 - $499,999: 1.25% (125 basis points) annually $500,000 - $999,999: 1.00% (100 basis points) annually $1,000,000 - $2,999,999: 0.75% (75 basis points) annually $3,000,000+: 0.50% (50 basis points) annually
Commissions and trailer fees possible when acting as registered representative or insurance agent; not charged when purchasing securities via advisory custodian
Financial planning services at $250 per hour
Fee-only: Financial planning services at $250/hour; fixed fees $250 to $2,500 per quarter for planning assistance
Weitzel Financial Services, Inc.
2025 - Present (1 year)
Weitzel Financial Services, Inc.
2024 - 2024 (1 year)
Weitzel Financial Services, Inc.
2023 - 2023 (1 year)
Weitzel Financial Services, Inc.
2022 - 2022 (1 year)
St. Mary's University of Minnesota
2021 - 2024 (3 years)
Dupaco Community Credit Union
2021 - 2021 (1 year)
Hy-Vee
2020 - 2021 (1 year)
Holy Family Catholic School Systems
2015 - 2022 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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