Joseph Daniel Pitzl

Financial advisor at Pitzl Financial · Arden Hills, MN

Last updated 2026-10-10

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Joseph Daniel Pitzl is a financial advisor at Pitzl Financial in Arden Hills, MN, CRD 4696949. IAPD registration began 2013-11-04.

Registration

CRD number
4696949
Registration status
Active
IAPD registration
2013-11-04
Industry Experience
12 years
Work Experience
12 years
States registered
MN, TX

Licenses and exams

No state licenses or exam codes are listed on the registration.

Designations

  • CFP®

Work history

  • 2014-05 to Present · Pitzl Financial, LLC · Arden Hills, MN

Current employment

SEC IAPD record for Joseph Daniel Pitzl

Pitzl Financial

Regulatory AUM
$497,981,581
Registered advisors
4
Offices
1
Average AUM per client
$1.3M (Low)
High-net-worth client ratio
46.4% (Moderate)

Pitzl Financial: advisors, services and reported ETF investments

About

Joseph Daniel Pitzl is a CFP® financial advisor at Pitzl Financial in Arden Hills, MN. The latest record indicates 12 years of industry experience and 12 years of reported work history. Reported roles include Pitzl Financial, LLC.

Pitzl Financial's firm-level Form ADV reports 4 advisors across 1 offices; approximately 98.5 clients per advisor, average assets per client of $1,263,913, and regulatory AUM of $498M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Pitzl Financial on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Accountant or Accounting Firm

Location

8 Pine Tree Drive, Arden Hills, MN 55112

4 advisors at this office.

Pitzl Financial office in Arden Hills, MN

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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