WEITZEL FINANCIAL SERVICES, INC.
CRD #27346 SEC #801-118164 DUBUQUE, IA 563-583-6020
SEC Registered Broker-Dealer
Total AUM
$274.3M
Discretionary
$271.3M
Employees
3
Clients
0
Accounts
1,593
Firm Details
- Organization Type
- Corporation
- State of Formation
- Iowa
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WEITZEL, TIMOTHY JOSEPH | I | PRESIDENT / BD CHIEF COMPLIANCE OFFICER | D | Control |
| WEITZEL, TIMOTHY JOSEPH | I | PRESIDENT / BD CHIEF COMPLIANCE OFFICER | D | Control |
| WEITZEL, TIMOTHY JOSEPH | I | PRESIDENT / BD CHIEF COMPLIANCE OFFICER | D | Control |
| WEITZEL, TIMOTHY JOSEPH | I | PRESIDENT / BD CHIEF COMPLIANCE OFFICER | D | Control |
| WEITZEL, TIMOTHY JOSEPH | I | PRESIDENT / BD CHIEF COMPLIANCE OFFICER | D | Control |
| WEITZEL, TIMOTHY JOSEPH | I | PRESIDENT / BD CHIEF COMPLIANCE OFFICER | D | Control |
| WEITZEL, TIMOTHY JOSEPH | I | PRESIDENT / BD CHIEF COMPLIANCE OFFICER | D | Control |
| WEITZEL, TIMOTHY JOSEPH | I | PRESIDENT / BD CHIEF COMPLIANCE OFFICER | D | Control |
| WEITZEL, TIMOTHY JOSEPH | I | PRESIDENT / BD CHIEF COMPLIANCE OFFICER | D | Control |
| WEITZEL, TIMOTHY JOSEPH | I | PRESIDENT / BD CHIEF COMPLIANCE OFFICER | D | Control |
| WEITZEL, TIMOTHY JOSEPH | I | PRESIDENT / BD CHIEF COMPLIANCE OFFICER | D | Control |
| WEITZEL, BRADLEY JOSEPH | I | VICE PRESIDENT/RIA CHIEF COMPLIANCE OFFICER | C | |
| WEITZEL, BRADLEY JOSEPH | I | VICE PRESIDENT/RIA CHIEF COMPLIANCE OFFICER | C | |
| WEITZEL, BRADLEY JOSEPH | I | VICE PRESIDENT/RIA CHIEF COMPLIANCE OFFICER | C | |
| WEITZEL, BRADLEY JOSEPH | I | VICE PRESIDENT/RIA CHIEF COMPLIANCE OFFICER | C | |
| WEITZEL, BRADLEY JOSEPH | I | VICE PRESIDENT/RIA CHIEF COMPLIANCE OFFICER | C | |
| WEITZEL, BRADLEY JOSEPH | I | VICE PRESIDENT/RIA CHIEF COMPLIANCE OFFICER | C | |
| WEITZEL, BRADLEY JOSEPH | I | VICE PRESIDENT/RIA CHIEF COMPLIANCE OFFICER | C | |
| WEITZEL, BRADLEY JOSEPH | I | VICE PRESIDENT/RIA CHIEF COMPLIANCE OFFICER | C | |
| WEITZEL, BRADLEY JOSEPH | I | VICE PRESIDENT/RIA CHIEF COMPLIANCE OFFICER | C | |
| WEITZEL, BRADLEY JOSEPH | I | VICE PRESIDENT/RIA CHIEF COMPLIANCE OFFICER | C | |
| WEITZEL, BRADLEY JOSEPH | I | VICE PRESIDENT/RIA CHIEF COMPLIANCE OFFICER | C |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (5)
FL IA IL TX WI
Address
2200 JOHN F. KENNEDY ROADSUITE 103
DUBUQUE, IA 52002
United States
Phone: 563-583-6020