John
Vyverberg
Weitzel Financial Services, Inc
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About this Advisor
John Vyverberg is a financial advisor based in Dubuque, Iowa, working with Weitzel Financial Services, Inc. John has previously held a position at John E Vyverberg Independent Insurance Sales. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa and Wisconsin. Currently, John is part of Weitzel Financial Services, Inc, which operates out of Dubuque, Iowa. The firm has 3 employees and manages assets totaling $238.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Weitzel Financial Services, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Weitzel Financial Services, Inc Brokerage Details
$238,564,031
3
1,518
$157,157
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
John Vyverberg Work History
John E Vyverberg Independent Insurance Sales
Disclosures
Please visit the SEC profile of John Vyverberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Weitzel Financial Services, Inc
Dubuque, IA
Dubuque, IA
Dubuque, IA
Dubuque, IA
Dubuque, IA
Dubuque, IA
Dubuque, IA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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