Weitzel Financial Services, Inc.

Maya Wachter is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA, holding a Series 65 designation. She has been with Weitzel Financial Services since 2022 and has prior experience at St. Mary’s University of Minnesota, Dupaco Community Credit Union, Hy-Vee, and Holy Family Catholic School Systems. Weitzel Financial Services, Inc. provides investment advisory and financial planning services to individuals, foundations, charities, and businesses, managing approximately $274 million in assets. The firm employs a goal-based investment approach combining diversified strategies with periodic rebalancing and offers both discretionary and non-discretionary management as well as automated portfolio solutions.

Timothy Weitzel is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA, with 43 years of industry experience. He has been with Weitzel Financial Services since 1990. In addition to his advisory role, he operates an independent insurance agency affiliated with the firm. Weitzel Financial Services provides investment advisory and financial planning services to individuals, foundations, charities, and businesses. The firm manages approximately $274 million in assets across about 1,100 client relationships, employing a goal-based investment approach that includes active management, diversified strategies, and automated portfolio solutions.

Matthew Moore is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Weitzel Financial Services since 2018 and has held a caseworker role supporting individuals with disabilities through the Iowa Medicaid Program since 2017. Weitzel Financial Services, Inc. provides investment advisory and financial planning services to individuals, foundations, charities, and businesses, managing approximately $274 million in assets. The firm employs a goal-based investment process utilizing diversified strategies and offers a range of portfolio management and automated advisory solutions.

Donald Rupp is a financial advisor with Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Weitzel Financial Services since 2013. In addition to his advisory role, he is involved in insurance sales, including fixed insurance, fixed annuities, and life insurance. Weitzel Financial Services, Inc. provides investment advisory and financial planning services to individuals, foundations, and businesses, managing approximately $274 million in assets. The firm employs a goal-based investment process that combines diversified strategies with periodic rebalancing and offers both discretionary and automated portfolio management options.

Raymond Quint is a financial advisor with Weitzel Financial Services, Inc. in Dubuque, IA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Weitzel Financial Services since 2013 and runs Ray Quint & Associates, Inc., where he serves as president and is involved in insurance sales. Weitzel Financial Services provides investment advisory and financial planning services to individuals, foundations, charities, and businesses, managing approximately $274 million in assets. The firm employs a goal-based investment approach that includes diversified strategies, periodic rebalancing, and the option to use institutional sub-advisors, while offering discretionary and non-discretionary management as well as automated portfolio solutions.

Martin Berger is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, Iowa, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Weitzel Financial Services since 2015 and also owns and operates Berger Benefits, a life and health insurance agency he has managed since 2000. Weitzel Financial Services, Inc. provides investment advisory and financial planning services to individuals, foundations, charities, and businesses. The firm employs a goal-based investment process using diversified strategies and offers both discretionary and non-discretionary management, serving approximately 1,100 client relationships with about $274 million in assets under management.

Bradley Weitzel is a financial advisor at Weitzel Financial Services, Inc. in Dubuque, Iowa, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Weitzel Financial Services since 2010. In addition to financial advising, he is also an insurance agent offering products through an affiliated insurance agency. Weitzel Financial Services provides investment advisory and financial planning services to individuals, foundations, charities, and businesses. The firm manages approximately $274 million in assets and employs a goal-based investment approach that includes diversified strategies, periodic rebalancing, and the use of institutional sub-advisors.