Joseph Daniel Pitzl
Investment adviser representative at Pitzl Financial
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$498MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Pitzl Financial, LLCMay 2014 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Pitzl Financial
Legal name: Pitzl Financial, LLC
$498MAssets managed
394Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4696949
- Firm CRD
- 171441