Daniel Pitzl is not listed as a control person, but directly owns between 5% and 10% of Pitzl Financial. Daniel Pitzl holds a Bachelor's degree in Accounting from the University of Minnesota Duluth.
Pitzl Financial is an investment adviser based in Arden Hills, MN, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $498 million, as filed on 9 February 2026. Its fees, ownership and offices are on the firm’s profile.
Dan Pitzl is Partner of Pitzl Financial. He is also a Partner at Pitzl & Pitzl, PA, and works on personal and business tax planning for individuals and small businesses.
Professional designations
Listed by Pitzl Financial
- Certified Public Accountant (CPA)
- CRD
- 6334019
- Firm
- Pitzl Financial · CRD 171441
- Role
- Member
- In role since
- May 2014 · 12 years
- Control person
- Not listed
- Direct ownership
- 5% to 10%
- Firm headquarters
- Arden Hills, MN
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pitzlfinancial.com
Where does Daniel Pitzl work?
Daniel Pitzl has held the title Member at Pitzl Financial, LLC since May 2014.
How can I verify Daniel Pitzl’s record?
Daniel Pitzl’s role is listed on Pitzl Financial, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 171441.
