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Maya G Wachter

Weitzel Financial Services, Inc.

Dubuque, IA

CRD 8045240

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Employer firm

Weitzel Financial Services, Inc. CRD 27346

$328M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Weitzel Financial Services, Inc.

1200 Cedar Cross Rd, Dubuque, IA 52003 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-12-03
  • IA RA
    APPROVED
    Since 2025-12-03

Branch Locations

1200 Cedar Cross Rd, Dubuque, IA 52003 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Weitzel Financial Services, Inc. Dubuque IA 01/2025 Present
Weitzel Financial Services, Inc. Dubuque IA 05/2024 08/2024
Weitzel Financial Services, Inc. Dubuque IA 05/2023 08/2023
Weitzel Financial Services, Inc. Dubuque IA 05/2022 08/2022
Dupaco Community Credit Union Dubuque IA 05/2021 08/2021
Hy-Vee Dubuque IA 01/2020 05/2021
St. Mary's University Of Minnesota Winona MN 08/2021 12/2024
Holy Family Catholic School Systems Dubuque IA 08/2015 05/2022
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-03
  • S65 Uniform Investment Adviser Law Examination
    2025-12-03

View on SEC IAPD

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