Michael Joseph Litz
Investment adviser representative at Girard Pension Services, LLC
16 yearsExperience
1 stateRegistered in
$733.8MFirm assets
24 yearsFirm in business
Are you Michael Joseph Litz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Girard Investment Services, LLCMay 2026 to now
- Girard Pension Services, LLCDec 2023 to now
- Girard Advisory Services, LLCSep 2023 to now
- The Vanguard Group, Inc.Nov 2010 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Girard Pension Services, LLC
$733.8MAssets managed
62Clients
7Advisers
24 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
- 4864281
- Firm CRD
- 117901