← Tributary

PITZL FINANCIAL

ARDEN HILLS, MN · CRD 171441 · IAPD ↗ · pitzlfinancial.com · 651-287-3712

$498.0MRegulatory AUM
4Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
March 2025 — PITZL FINANCIAL notice-filed in CO, FL, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — PITZL FINANCIAL reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.