WFS REPRESENTATIVES
TIMOTHY J. WEITZEL
Tim Weitzel serves as owner and President of Weitzel Financial Services, Inc., which he founded in January 1991. Tim has over 40 years of experience in the financial services business. He works with both business and individual clients, providing financial services in Iowa, Illinois, Wisconsin, Michigan, Arizona and Florida. Tim is a Series 65 licensed Investment Advisor and also holds life/variable contract insurance licenses in Iowa, Illinois, Wisconsin, California and Colorado.
Contact Tim at 563.583.6020 or t[email protected]
BRADLEY J. WEITZEL
Brad Weitzel serves as co-owner and Vice President of Weitzel Financial Services, Inc., which he joined in 2010. Prior to joining WFS, Brad spent time working and living in Barcelona, Spain and Chicago, IL. Brad is a Series 65 licensed Investment Advisor and holds securities and life/variable contract insurance licenses in Iowa, Illinois, and Wisconsin.
Contact Brad at 563.583.6020 or [email protected]
RAYMOND A. QUINT
Ray Quint joined Weitzel Financial Services, Inc. in 2013. Ray has over 35 years of experience in the financial services industry. He has his Chartered Life Underwriter (CLU) professional designation from the American College and is a qualifying member of MDRT. Ray holds his licenses in both life and health insurance along with Series 6, 63 and 65 FINRA security registrations in the states of Iowa, Illinois, Wisconsin and Minnesota.
Contact Ray at 563.583.6020 or [email protected]
DONALD F. RUPP
Don Rupp joined Weitzel Financial Services, Inc. in 2013. Don has over 35 years of experience in the financial services industry. Prior to joining WFS, Don has worked at TransAmerica Financial Advisors, Inc., Ameritas Investment Corp. and Pruco Securities Corporation. Don holds his Series 6 and 63 FINRA security licenses in the states of Iowa and Wisconsin.
Contact Don at 563.583.6020 or [email protected]
MARTIN T. BERGER
Marty Berger joined Weitzel Financial Services, Inc. in 2015. Marty has over 40 years of experience in the financial services industry. Prior to joining WFS, Marty worked for 32 years at MML Investors Services, LLC. (MMLIS). Marty holds licenses in both life and health insurance as well as Series 6 and 63 FINRA security licenses in the states of Iowa, Wisconsin and Colorado. Additionally, Marty has attained a Chartered Life Underwriter (CLU) professional designation.
Contact Marty at 563.583.6020 and 563.582.6313 or [email protected]
MATTHEW J. MOORE
Matt Moore joined Weitzel Financial Services, Inc. in 2018. He is a graduate of Mount Mercy College in Cedar Rapids, IA. Matt a Series 65 licensed Investment Advisor.
Contact Matt at 563.583.6020 or [email protected]
WFS STAFF
DIANE WEITZEL
Diane Weitzel has been with Weitzel Financial Services, Inc. since inception in 1991. Since that time, Diane has served in virtually every capacity and currently works as the office manager.
Contact Diane at 563.583.6020 or [email protected]
JACKIE STOFFEL
Jackie Stoffel joined Weitzel Financial Services, Inc. in 2006. Jackie works as the WFS Operations Manager, overseeing the day to day operations and assisting with compliance procedures and filings.
Contact Jackie at 563.583.6020 or [email protected]
JENNY CORKERY
Jenny joined Weitzel Financial Services, Inc. in 2015. Jenny’s primary responsibilities include record keeping, providing administrative support to the entire office, as well as welcoming clients and servicing client needs.
Contact Jenny at 563.583.6020 or [email protected]
Check the background of this investment professional 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).
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