Matthew James Moore
Investment adviser representative at Weitzel Financial Services, Inc.
10 yearsExperience
3 statesRegistered in
$327.8MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Weitzel Financial Services, Inc.Nov 2018 to now
- Veridian Credit Union for John FabianoSep 2017 to now
- Boyer Landscaping & IrrigationJun 2016 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 3 states (IA, IL, WI).
Weitzel Financial Services, Inc.
$327.8MAssets managed
1,134Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7049601
- Firm CRD
- 27346