John
Vyverberg
Weitzel Financial Services, Inc
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About this Advisor
John Vyverberg is a financial advisor who works out of Dubuque, Iowa with a total of 6 years of industry experience. Vyverberg is on the advisory team at Weitzel Financial Services, Inc. They have been an employee of Weitzel Financial Services, Inc for the entirety of their career. Vyverberg holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Iowa and Wisconsin. Weitzel Financial Services, Inc is a business operating out of Dubuque, IA. It controls $199 million in total assets across its 1,316 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,316 accounts, 23% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on the services. However, fee types charged by Weitzel Financial Services, Inc likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Weitzel Financial Services, Inc Brokerage Details
$199,140,728
3
1,316
$151,323
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 has been registered as a financial advisor for 6 years.*
John E Vyverberg Independent Insurance Sales
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 4/16/2023. 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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