Weitzel Financial Services

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

2200 John F Kennedy Rd Ste 103, Dubuque,...

Phone Number

(563) 583-6020

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Weitzel Financial Services

Weitzel Financial Services, Inc. is a Registered Investment Advisor and Independent Broker/Dealer based in Dubuque, IA, specializing in financial planning and investments. Established in 1991, the firm focuses on helping clients achieve their financial goals through personalized, unbiased advice and a commitment to long-term, value-oriented investing. Their services include retirement planning, employer-sponsored retirement plans, life insurance, long-term care, and education planning. Weitzel Financial Services, Inc. caters to clients seeking dedicated representatives who prioritize their financial success and offer a diverse range of investment options.Explore more
Weitzel Financial Services's Social MediaPopular SearchesWeitzel Financial Services IncWeitzel Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Weitzel Financial Services Org Chart

PhoneEmail
BW
United States flag for contact location.

Co-owner and Vice President

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Compare insights from companies similar to Weitzel Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Weitzel Financial Service...

<$5M
1-10
Private
-
1991
BW
Bradley WeitzelCo-owner and Vice President
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$5.9M
11-50
Private
-
-
DN
Dustin NewtonFinancial Advisor & Registered Cpfa Principal & Certified Plan Fiduciary Advisor
<$5M
1-10
Private
-
2012
MR
Margo RosenOffice Manager
<$5M
1-10
Private
<$5M
2014
SJ
Scott JacksonFounder & Managing Director
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Weitzel Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Weitzel Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Weitzel Financial Services.

Weitzel Financial Services Tech Stack

A closer look at the technologies used by Weitzel Financial Services

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Frequently Asked Questions Regarding Weitzel Financial Services

What is Weitzel Financial Services's official website?
Weitzel Financial Services's official website is www.weitzelfinancial.com
What is Weitzel Financial Services's Revenue?
Weitzel Financial Services's revenue is <$5 Million
What is Weitzel Financial Services's SIC code?
Weitzel Financial Services's SIC: 62,628
What is Weitzel Financial Services's NAICS code?
Weitzel Financial Services's NAICS: 52,523
How many employees does Weitzel Financial Services have?
Weitzel Financial Services has 1-10 employees
What industry does Weitzel Financial Services belong to?
Weitzel Financial Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Weitzel Financial Services competition?
Weitzel Financial Services top competitors include: Nelson Murphy Insurance & Investments, Westex Investment Services, Norris Financial Group, Goodrich and Associates
What technology does Weitzel Financial Services use?
Some of the popular technologies that Weitzel Financial Services uses are: reCAPTCHA, Microsoft 365, DigiCert, Weebly
How do I contact Weitzel Financial Services?
Weitzel Financial Services contact info: Phone number: (563) 583-6020 Website: www.weitzelfinancial.com
What does Weitzel Financial Services do?

Weitzel Financial Services, Inc. is a Registered Investment Advisor and Independent Broker/Dealer based in Dubuque, IA, specializing in financial planning and investments. Established in 1991, the firm focuses on helping clients achieve their financial goals through personalized, unbiased advice and a commitment to long-term, value-oriented investi... ng. Their services include retirement planning, employer-sponsored retirement plans, life insurance, long-term care, and education planning. Weitzel Financial Services, Inc. caters to clients seeking dedicated representatives who prioritize their financial success and offer a diverse range of investment options.Read More

What are Weitzel Financial Services social media links?
Weitzel Financial Services Linkedin page
Is Weitzel Financial Services a public company?
Weitzel Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Weitzel Financial Services

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