Weitzel Financial Services, Inc.
Firm details
- Headquarters
- Dubuque, Iowa
- CRD number
- 27346
- Registered since
- March 4, 2020
- Website
- www.weitzelfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.47%
- Individuals43.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Weitzel Financial Services, Inc. is an independent broker‑dealer and insurance broker that provides advisory and brokerage services to individuals and families. The firm registered with the SEC in 2020 and is owned by an individual. Its client-facing services include financial planning, portfolio management for individuals, small businesses and institutions, selection of sub‑advisers, and educational seminars and workshops. The firm operates as a capital allocator and offers fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees. Weitzel is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents7%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 7
Timothy Weitzel
OwnerCRD 1063210
Raymond Quint
CLU®CRD 1809185
Maya Wachter
Advisor ServicesCRD 8045240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$398M in ETFs
92%
$364M
8%
$33.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $61.8M | 684,063 | 15.51% |
Location
Dubuque, IA
Dubuque
Location
Dubuque, IA
Headquartered in Dubuque, IA, in the Midwest of the United States.
- Region
- Midwest
- County
- Dubuque
- Address
- 2200 John F Kennedy Rd
- Time zone
- CT (UTC-6)
- Office locations
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