Advisor at Pierce Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pierce Financial LLC
Location
Ann Arbor, MI 48105-9713
Credentials
Series 63, Series 65
Industry experience
30 years
Steven Pierce is the principal of Pierce Financial LLC in Ann Arbor, MI, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Chisholm & Darden Investment Advisors and LPL Financial LLC. Pierce serves as a volunteer board member of the Ann Arbor Symphony Orchestra. Pierce Financial LLC provides investment advisory services to individuals, charitable organizations, and business entities, including ongoing portfolio management and pension/401(k) consulting. The firm employs a combination of charting, cyclical and fundamental analysis, and uses both long- and short-term trading techniques, including options and margin, while offering pension consulting services alongside active trading strategies.
Based on Pierce Financial LLC
Based on Pierce Financial LLC
$100,000 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - And Up: 0.50%
Account minimum: $100,000
3345 Beaumont Rd
Ann Arbor, MI 48105-9713
Michigan
Chisholm & Darden Investment Advisors
2016 - Present (10 years)
LPL Financial
2008 - 2016 (8 years)
Pierce Financial LLC
2004 - Present (22 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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