Justin
Gabriel

Pitzl Financial

CRD#6807544
Investment Advisor
in Saint Paul, MN

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About this Advisor

Justin Gabriel is a certified financial planner based out of Saint Paul, Minnesota with a total of 2 years of industry experience. Gabriel is currently employed by Pitzl Financial. Gabriel has gained experience at Pitzl Financial, LLC, The University Of Wisconsin-Madison, Whiskey Jacks Saloon, The Sullivan Group, Llp, Community First Credit Union, The Wisconsin Athletic Department and Oshkosh West High School. Gabriel can work in Minnesota. Pitzl Financial is an advisory business based in Saint Paul, MN. It has $285 million in total assets between its 1,455 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,455 accounts, 39% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types charged by Pitzl Financial most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8 Pine Tree Drive Suite 125
Saint Paul, MN 55112

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Pitzl Financial Brokerage Details

Total Assets Under Management

$285,319,449

MN Average: $5,289,111,388
Total Number of Employees

5

MN Average: 157
Total Number of Accounts

1,455

MN Average: 8,262
Average Account Size

$196,096

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Justin Gabriel Work History

Justin has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Pitzl Financial, LLC

2016 - 2017 (1 year)

Whiskey Jacks Saloon

2016 - 2017 (1 year)

The Wisconsin Athletic Department

2015 - 2017 (2 years)

Community First Credit Union

2014 - 2017 (3 years)

The University Of Wisconsin-Madison

2012 - 2017 (5 years)

The Sullivan Group, Llp

2010 - 2014 (4 years)

Oshkosh West High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Justin Gabriel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pitzl Financial

Justin Gabriel
Saint Paul, MN
Joseph Pitzl
Saint Paul, MN
Richard Hall
Saint Paul, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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