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WEITZEL FINANCIAL SERVICES, INC.
Tel: 563-583-6020
2200 John F. Kennedy Road Suite 103
Dubuque, Iowa 52002
WEITZEL FINANCIAL SERVICES, INC.
WEITZEL FINANCIAL SERVICES, INC. is a Dubuque, Iowa based financial advisory firm with nearly $238,564,031 in assets under management and provides investment advisory services for 1518 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
27346
SEC#:
801-118164
No. of Clients:
1518
Assets under Management
$238,564,031
No. of Advisors:
3
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