Pitzl Financial

Overview

Pitzl Financial is an SEC registered investment adviser based in Arden Hills, MN, registered since 2018. It reports $498M in assets under management across 1,892 accounts, with 8 employees. It has 4 investment adviser representatives.

Reported AUM

$498M

Discretionary

100%

Accounts

1,892

Average account

$263K

Employees

8

Advisory reps

4

Registered since

2018

Jurisdictions

5

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 4

• Joseph Daniel Pitzl Chief Compliance Officer, Member CRD 4696949
• Daniel Charles Pitzl Member CRD 6334019
• John Michael Pitzl Member CRD 6334015

1 more executive officer, with direct contact details

Advisory reps 3 of 4

• Justin Jeffery Gabriel Investment Adviser Rep CRD 6807544
• Richard Elliot Hall Investment Adviser Rep CRD 3075129
• Andi Elizabeth Long Investment Adviser Rep CRD 7728427

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

8 Pine Tree Dr Ste 125
Arden Hills, MN 55112

County

Ramsey

Metro area

Minneapolis-St. Paul-Bloomington, MN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: pitzlfinancial.com

Every state, with registration dates

Similar firms near Arden Hills

• Gradient Investments, LLCArden Hills, MN$8.8B AUM
• Lifelong Wealth Advisors, Inc.Arden Hills, MN$71M AUM
• Gradient Securities, LLCArden Hills, MN$608M AUM
• Gradient Advisors, LLCArden Hills, MN$289M AUM
• Paladin FinancialArden Hills, MN$217M AUM