Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Pitzl Financial financial advisors in Arden Hills, MN

Every SEC-registered investment adviser representative at a Pitzl Financial office in Arden Hills, A to Z.

The short answer

4 registered advisors work at Pitzl Financial in Arden Hills, out of 4 at the firm nationwide; it ranks number 8 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Pitzl Financial advisors in Arden Hills, A to Z

Every Pitzl Financial advisor →

Other firms in Arden Hills

All Arden Hills advisors →

Gradient Advisors, LLC 72Gradient Securities, LLC 46Ameriprise Financial Services, LLC 17Gradient Investments, LLC 14Osaic Wealth, Inc. 13Lifelong Wealth Advisors, Inc. 8Paladin Financial 5Wealth Enhancement Advisory Services, LLC 4Edward Jones 3Equitable Advisors, LLC 3Paladin Capital 3

Questions

How many financial advisors does Pitzl Financial have in Arden Hills?

4 investment adviser representatives are registered at Pitzl Financial offices in Arden Hills, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Pitzl Financial one of the largest advisor employers in Arden Hills?

Pitzl Financial ranks number 8 in Arden Hills by registered advisors; Gradient Advisors, LLC has the most, with 72.

How do I check a Pitzl Financial advisor in Arden Hills?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Pitzl Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.