Full text of WEITZEL FINANCIAL SERVICES, INC.'s X-17A-5 filed 2024-02-27 (period 2023-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # Weitzel Financial Services, Inc. Dubuque, Iowa Financial Statement and Report of Independent Registered Public Accounting Firm Pursuant to Rule 17a-5 Public December 31, 2023 {1}------------------------------------------------ | UNITED STATES<br>SECURITIES AND EXCHANGE COMMISSION<br>Washi ngton, D.C. 20549 | | | | nMB APPROVAL<br>OMS Number: 3235-0123<br>Expires: Nov. 30, 2026<br>Estimated verag!! burden<br>houri per response:<br>12 | | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------|--------------------------------------|------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------|--------------------------------------------| | | | ANNUAL REPORTS | | | SEC FILE NUMBER | | | | FORM X-17A-S | | | 8-43093 | | | | PART III | | | | | Information Required Pursuant to Rules 17a-5, 17a·12, and 18a-7 under the Securities EICchange Act6f1il34 I<br>FILING FOR THE PERIOD BEGINNING _ | | FACING PAGE<br>0_1_1_0_1_/2,--0-,2_3 | )<br>__<br>AND ENDING _ | | .,~<br>1_2_1_3_1 ___ /2.,,0.,.2-:-:3-<br>- | | | | MM/DD/YY | | | MM/DD!yY | | | | A. REGISTRANT IDENTIFICATION | | | | | NAME OF FIRM, _W_e_itz_e_I_F_i_n_a_n_c_ia_I_S_e_rv_i_c_e_s,--, _In_c_. | | | | | _________<br>_ | | TYPE OF REGISTRANT (check all applicable boxes):<br>[!) Broker-dealer<br>0 Security-based swap dealer<br>o Check here if respondent is also an OTe derivatives dealer<br>ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | o Major secu | | rity-based swap participant | | 2200 John F Kennedy Rd | | . Suite 103 | | | | | | | (No. and Street) | | | | | Dubuque | | | IA | | 52002 | | ((ity) | (State) | | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | Timothy J. Weitzel | 563-583-6020<br>tweitzel@weitzelfinancial.com | | | | | | (Name) | (Area Code - Telephone Number)<br>(Email Address) | | | | | | | | | B. ACCOUNTANT IDENTIFICATION | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing<br>Ryan & Juraska LLP | | | | | | | | | | (Name - jf individual, state last, first, and middle name) | | | | 141 WestJackson Bl…Read the full text as markdown