Weitzel Financial Services, Inc.

Weitzel Financial Services, Inc. provides investment advisory and financial planning services to individual clients (including high‑net‑worth individuals), foundations/charities, and businesses, offering ongoing portfolio management, financial planning, and automated advisory solutions. The firm reports about $274 million in assets under management and serves roughly 1,100 client relationships.

The firm’s investment process is goal‑based and blends long‑term, diversified strategies (including active management, core‑plus‑satellite and Modern Portfolio Theory approaches) with periodic rebalancing and the option to engage institutional sub‑advisors that may assume discretionary authority. Clients can receive discretionary or non‑discretionary management, automated model portfolios via Betterment and Orion Portfolio Solutions, and financial planning that covers cash flow, retirement, education and risk‑management topics.

Distinctive features include dual industry roles uncommon for similar advisers: the firm has operated as a FINRA‑member broker/dealer since 1990 and as an independent insurance agency since 1991, and its associates are licensed to sell insurance — arrangements that can lead to dual compensation when clients purchase insurance or brokerage products. The firm also runs periodic complimentary educational workshops, serves a substantially larger client base per advisor than typical (about 1,100 clients across three advisors, well over 200 clients per advisor), and uses third‑party administrators and custodial platforms (including Charles Schwab, Orion and Betterment) to scale portfolio and automated services.