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Joseph Daniel Pitzl

Pitzl Financial

Arden Hills, MN

CRD 4696949

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Employer firm

Pitzl Financial CRD 171441

$498M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Pitzl Financial

8 Pine Tree Drive Suite 125, Arden Hills, MN 55112 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-27
MN RA APPROVED 2014-05-19
  • TX RA
    APPROVED
    Since 2021-07-27
  • MN RA
    APPROVED
    Since 2014-05-19

Branch Locations

8 Pine Tree Drive Suite 125, Arden Hills, MN 55112 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pitzl Financial, Llc Arden Hills MN 05/2014 Present
  • 05/2014 → Present
    Pitzl Financial, Llc
    Arden Hills, MN
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Joseph D Pitzl

View on SEC IAPD

Nearby Firms

BRIGHT ANGEL ADVISORS LLC
HERITAGE CAPITAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

MICHAEL JAMES BARRETT
ANDREW PAUL SWEERE
SCOTT FRED MOLLER

Nearby Offices

BRIGHT ANGEL ADVISORS LLC · ST. PAUL, MN
HERITAGE CAPITAL ADVISORS, LLC · ST PAUL, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Arden Hills, MN

More in Arden Hills, MN

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