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Current Employers
Weitzel Financial Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2017-02-28
  • IA RA
    APPROVED
    Since 2017-02-28

Branch Locations

1200 Cedar Cross Rd, Dubuque, IA 52003-0306 • 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
Berger Benefits Dubuque IA 12/2000 Present
Weitzel Financial Services, Inc. Dubuque IA 01/2015 Present
Other Businesses

NAME: BERGER BENEFITS (MARTIN BERGER) INV REL: N ADD: 14858 WEST RIDGE LANE, STE 10, DUBUQUE, IA 52003 NATURE: LIFE & HEALTH INSURANCE POSITION: AGENT/OWNER START DATE: 12/01/2000 NO. HR/MO: 200 NO. HR/MO DURING SEC TRADING: 160 DUTIES: LIFE & HEALTH INSURANCE SALES & SERVICE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-23
S63 Uniform Securities Agent State Law Examination 1984-09-19
  • S65 Uniform Investment Adviser Law Examination
    2017-02-23
  • S63 Uniform Securities Agent State Law Examination
    1984-09-19

View on SEC IAPD

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