Our History
Established in January of 1991 by Timothy J. Weitzel, Weitzel Financial Services, Inc. (WFS) is a Registered Investment Advisor and Independent Broker/Dealer in Dubuque, IA. Over nearly three decades, WFS has continued to grow, adding additional representatives and expanding the reach of our services throughout the Tri-State area and beyond.
Our Difference
Since the very beginning, our priority at Weitzel Financial Services, Inc. (WFS) has been to help our clients reach their financial goals by providing the support and resources needed to make sound, individualized financial decisions. We are not traders, market timers nor speculators. We believe in long term, low turnover, consistent investing and are guided by a commitment to honesty and integrity. Our "client first" approach, in combination with access to world class money managers, truly sets us apart in a diverse and competitive industry.
Our Clients
- Receive personalized, unbiased and diversified financial advice on managing their portfolio
- Work with skilled, dedicated representatives whose only incentive is to help you achieve your financial goals
- Benefit from the freedom to choose from an extensive variety of investments instead of an inventory of proprietary products
- Succeed based on the time tested principles of proper asset allocation and a long term, value-oriented approach to investing
Check the background of this firm on FINRA's BrokerCheck.
Disclaimer: Weitzel FInancial Services, Inc. is a Registered Investment Advisor offering advisory services in the state of Iowa and in other jurisdictions where exempted. This communication is designed for informational purposes only. It is not intended as investment advice or as an offer or solicitation for the purchase or sale of any security or financial instrument. See Disclosures for further details. Securities products and services are offered through Weitzel Financial Services, Inc. (member FINRA).
Weitzel Financial Services, Inc. | Member FINRA and SIPC | 563.583.6020 | 800.570.6020 | Privacy Policy
