Andi Long has been an investment adviser representative at Pitzl Financial since June 2023, and is not listed among the firm’s executive officers or direct owners. Andi Long studied at Purdue University.
Pitzl Financial, LLC is an Arden Hills, MN firm with $498M under management, 394 clients and 4 advisers in one office, as of its February 2026 filing.
Andi Long is Financial Planning Manager and Wealth Advisor of Pitzl Financial. She joined the firm in 2023 as a Financial Planning Associate before moving into her current role. After graduating from Purdue University's Financial Counseling and Planning Program in 2019, she began a four-year Financial Planning Residency Program in Minneapolis.
- Pitzl FinancialCurrent– present · 3 yearsArden Hills, MN · Adviser representative · Firm CRD 171441
Professional designations
Listed by Pitzl Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Andi Long is registered as an investment adviser representative in Minnesota, since June 2023.
- MinnesotaSince 21 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 3 May 2019 |
- Name
- Securities Industry Essentials Examination
- Full name
- Andi Elizabeth Long
- CRD
- 7728427
- Firm
- Pitzl Financial · CRD 171441
- Office
- 8 PINE TREE DRIVE, SUITE 125, Arden Hills, MN 55112
- Registration
- Investment adviser registration
- In the industry since
- June 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pitzlfinancial.com
Where does Andi Long work?
Andi Long is an investment adviser representative registered through Pitzl Financial, LLC since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Andi Long a financial advisor?
Yes. Andi Long has a current investment-adviser registration in Minnesota, through Pitzl Financial since June 2023.
How many years of experience does Andi Long have?
Andi Long has 3 years in the financial industry, since June 2023, across 1 adviser firm.
What exams has Andi Long passed?
Andi Long passed the SIE in May 2019.
Where is Andi Long based?
Andi Long’s registered office is in Arden Hills, MN.
Is Andi Long registered with FINRA?
No. Andi Long has no current broker registration.
Is Andi Long a CFP?
Pitzl Financial lists Andi Long with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Andi Long’s record?
Search CRD 7728427 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andi Long’s full registration record.
