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WEITZEL FINANCIAL SERVICES, INC.
CRD 27346File 801-118164
APPROVED
Retail clients
Filing as of Aug 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$327.8M
Below cohort median (national)
Discretionary AUM
$324.7M
Non-discretionary $3.1M
Clients
1,134
1,134 accounts
Employees
4
Below cohort median in IA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 4, 2020
- Principal office
- 1200 CEDAR CROSS RD, DUBUQUE, IA, 52003
- Phone
- 563-583-6020
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $327.8M
- Discretionary AUM
- $324.7M
- Non-discretionary AUM
- $3.1M
- Discretionary accounts
- 1,119
- Non-discretionary accounts
- 15
- Total accounts
- 1,134
- AUM per client
- $289K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 303 | $185.1M |
| Individuals (other than high net worth individuals) | 831 | $142.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.