Richard Hall (CRD# 3075129) is an Investment Advisor Representative working at Pitzl Financial in Arden Hills, MN and has over 25 years of experience in the finance industry. Richard Hall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pitzl Financial | Arden Hills, MN | Mar 2018 - Current | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata, MN | Jan 2009 - Feb 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- MN
-
Total Assets Under Management340MILLIONS
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Total Number of Accounts1,603ACCOUNTS
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Average Account Value$212,277
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MN, TX
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