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| Keyboard |
| Weitzel Financial Services Inc
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|---|---|
| CRD # | 27346 |
| SEC # | 801-118164 |
| CIK # | 0001846789 |
| AUM | 327.8 M (2026-06-30) |
| Employees | 4 (100% Investors, 75% Brokers) |
| Phone | 563-583-6020 |
| Address | 2200 John F Kennedy Road Dubuque, IA 52002 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Eaton Corp Ltd | 0.0 | ||
| Deere & Co | 0.0 | ||
| US Bancorp de | 0.0 | ||
| Alliant Energy Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 831 | 142.7 |
| (b) Individuals (high net worth individuals) | 303 | 185.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,134 | 327.8 |
| By Discretionary | ||
| Discretionary | 1,119 | 324.7 |
| Non-Discretionary | 15 | 3.1 |
| Total | 1,134 | 327.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 325.3 | |
| Total | 1,134 | 327.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001846789] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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