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John Pitzl, portrait

John Pitzl

Member at Pitzl Financial

Firm officerUpdated

John Pitzl has held the title Member at Pitzl Financial, LLC, an Arden Hills, MN investment adviser managing $498M, since May 2014.

12
Years in role
$498M
Firm AUM
394
Firm clients
4
Firm advisers

From Form ADV filed 9 February 2026Form ADV

Career

John Pitzl is a control person of Pitzl Financial and directly owns between 25% and 50% of it. John 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.

John Pitzl is Partner of Pitzl Financial. He is also President of its sister accounting firm, Pitzl & Pitzl, PA, and is available to clients as a resource on questions about taxes, business planning, M&A transactions, estate taxes and other general accounting.

Credentials

Professional designations

Listed by Pitzl Financial

  • Certified Public Accountant (CPA)

Key facts

CRD
6334015
Firm
Pitzl Financial · CRD 171441
Role
Member
In role since
May 2014 · 12 years
Control person
Yes
Direct ownership
25% to 50%
Firm headquarters
Arden Hills, MN
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does John Pitzl work?

John Pitzl has held the title Member at Pitzl Financial, LLC since May 2014, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 9 February 2026

How can I verify John Pitzl’s record?

John 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.

Source: Form ADV, Schedule A, filed 9 February 2026

Leadership at Pitzl Financial

Sources

  1. IAPD individual lookup, CRD 6334015, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Pitzl Financial, LLC, filed 9 February 2026. Title, control and ownership bands.
  3. Pitzl Financial team page. Biography, education, credentials, awards and the portrait, reproduced for identification.