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Wentzel Financial Services, Inc. Dubuque, Iowa Financial Statements and Report of Independent Registered Public Accounting Firm Pursuant to Rule 17a5 December 31, 2017ECURITlES.INTERSTATE DEXCHANGECOMMI0MB
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Start by gathering all necessary financial documents such as tax returns, bank statements, and investment records.
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Weitzel Financial Services Inc. is a financial services company that offers a range of services including investment management, financial planning, and consulting for individuals and businesses.
Individuals and businesses that engage with Weitzel Financial Services Inc. for financial services, investment management, or financial planning may be required to file relevant documentation with the company.
To fill out forms or documentation for Weitzel Financial Services Inc., clients need to provide accurate personal and financial information, follow the provided guidelines, and ensure all required signatures are affixed.
The purpose of Weitzel Financial Services Inc. is to guide clients in managing their finances effectively, helping them to achieve their financial goals through expert advice and tailored financial strategies.
The information that must be reported includes client financial histories, assets, liabilities, income details, investment objectives, and any relevant tax information.
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