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Current Employers
Weitzel Financial Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-02
IL RA APPROVED 2016-08-29
IA RA APPROVED 2016-08-23
  • WI RA
    APPROVED
    Since 2025-01-02
  • IL RA
    APPROVED
    Since 2016-08-29
  • IA RA
    APPROVED
    Since 2016-08-23

Branch Locations

1200 Cedar Cross Rd, Dubuque, IA 52003-0306 • United States

500 Willow Ave Ste 508, Council Bluffs, IA 51503 • 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 01/2010 Present
Other Businesses

2010-PRESENT: WEITZEL FINANCIAL SERVICES, INC./INSURANCE RELATED/DUBUQUE, IA/INSURANCE AGENT/OFFER INSURANCE PRODUCTS & SERVICES OF UNAFFILIATED ISSUERS VIA AFFILIATED INSURANCE AGENCY/INVOLVES 15% TIME EACH MONTH, INCLUDING DURING TRADITIONAL MARKET HOURS.//

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-23
S63 Uniform Securities Agent State Law Examination 2010-04-23
  • S65 Uniform Investment Adviser Law Examination
    2016-05-23
  • S63 Uniform Securities Agent State Law Examination
    2010-04-23

View on SEC IAPD

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