Matthew
Moore
Weitzel Financial Services, Inc
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About this Advisor
Matthew Moore is a financial advisor based out of Dubuque, Iowa with 3 years of relevant experience. Moore is an advisor for Weitzel Financial Services, Inc. Their career trajectory has included roles at Weitzel Financial Services, Inc, Boyer Landscaping & Irrigation, Veridian Credit Union For John Fabiano, Betty Jane Candies and Kirkwood Community College. Moore has a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Illinois, Iowa and Wisconsin. Weitzel Financial Services, Inc is a firm that has its headquarters in Dubuque, IA. It manages $199 million in total assets among its 1,316 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,316 client accounts, 23% are associated with high-net-worth investors who have at least $1 million in investable assets. Weitzel Financial Services, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees usually are based on the type of financial services offered. Fees billed by Weitzel Financial Services, Inc most likely include some blend 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
Matthew Moore Work History
Matthew has been registered as a financial advisor for 3 years.*
Weitzel Financial Services, Inc
Veridian Credit Union For John Fabiano
Boyer Landscaping & Irrigation
Kirkwood Community College
Betty Jane Candies
*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 Matthew Moore 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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