Andi Elizabeth Long
Investment adviser representative at Pitzl Financial
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Pitzl FinancialApr 2023 to now
- Cornerstone Wealth AdvisorsAug 2019 to Mar 2023
- Centier BankMay 2018 to Jul 2019
- Purdue UniversityAug 2016 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7728427
- Firm CRD
- 171441