AdvisorOS Directory
Claim Profile
JP

John Michael Pitzl

PITZL FINANCIAL, LLC·ARDEN HILLS, Minnesota
Unclaimed Profile
8 PINE TREE DRIVE, ARDEN HILLS, MN 55112CRD# 6334015Firm CRD# 171441
01

About

John Michael Pitzl is a registered financial advisor based in ARDEN HILLS, Minnesota, affiliated with PITZL FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PITZL FINANCIAL, LLC
PITZL FINANCIAL
AUM
$340M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PITZL FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6334015
Firm CRD# 171441
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ARDEN HILLS?

Browse all registered financial advisors in ARDEN HILLS, Minnesota or claim this profile if it's yours.

Browse ARDEN HILLS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John Michael Pitzl offer?
John Michael Pitzl specializes in Financial Planning, Investment Management. Contact their office in ARDEN HILLS, Minnesota for a consultation.
What are John Michael Pitzl's credentials?
John Michael Pitzl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Michael Pitzl located?
John Michael Pitzl is based in ARDEN HILLS, Minnesota, working with PITZL FINANCIAL, LLC. Their office serves clients in the ARDEN HILLS metropolitan area and surrounding communities.
How does John Michael Pitzl charge for services?
John Michael Pitzl's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PITZL FINANCIAL, LLC?
PITZL FINANCIAL, LLC has approximately 6 employees and manages $340M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ARDEN HILLS
Adam Keith Estall — GRADIENT ADVISORS, LLCCharles David Leflar — GRADIENT SECURITIES, LLCCharles Edward Lucius — GRADIENT INVESTMENTS, LLCJeffrey Allen Foley — PALADIN WEALTH, LLCAnders John Haugen — LIFELONG WEALTH ADVISORS, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile