Weitzel Financial Services, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 27346
- SEC number
- 801-118164
- Firm type
- RIA
- Assets under management
- $327.8M as of Jun 30, 2026
- Website
- www.weitzelfinancial.com ↗
- Phone
- 563-583-6020
- Address
- 2200 John F. Kennedy Road, Dubuque, IA, 52002
Advisors at this firm
7 in our index · page 1 of 1
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Martin Thomas BergerCRD 1022057 · Dubuque, IAIA RegisteredBroker
-
Jake Douglas LaymanCRD 8303032 · Dubuque, IABroker
-
Matthew James MooreCRD 7049601 · Dubuque, IAIA Registered
-
Raymond Allen QuintCRD 1809185 · Dubuque, IAIA RegisteredBrokerDisclosure event(s) on record
-
Bradley Joseph WeitzelCRD 5749280 · Dubuque, IAIA RegisteredBroker
-
Timothy Joseph WeitzelCRD 1063210 · Dubuque, IAIA RegisteredBroker
-
Maya G WachterCRD 8045240 · Dubuque, IAIA Registered
1–7 of 7
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 27346 ↗
FINRA BrokerCheck record for firm CRD 27346 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.