Jeffrey Michael Pisan

Employer firm

Independent Advisor Alliance, LLC CRD 168267

$17.2B regulatory AUM 533 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → Present
  Lpl Financial, Llc
  Oregon City, OR
• 11/2012 → 08/2025
  Financial Advocates Investment Management
  Oregon City, OR
• 08/2025 → Present
  Independent Advisor Alliance
  Charlotte, NC

Previous Registrations

• 2013-01-17 → 2025-09-25
  Financial Advocates Investment Management
  Olympia, WA
  Oregon City, OR
  Bend, OR
  Bend, OR
• 2010-04-13 → 2012-11-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bend, OR

Other Businesses

(1) 11/08/2012: TALLUS CAPITAL MANAGMENT - NON-VARIABLE INSURANCE DBA - AT REPORTED BUSINESS LOCATION(S) - 75% OF TIME SPENT - INS TYPES: LIFE, HEALTH, LONG-TERM CARE, DISABILITY, FIXED ANNUITIES (2) 03/01/2013: 755, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - for LPL business (3) 03/04/2015: NON-VARIABLE INSURANCE - Investment Related - 869 NW Wall St, Suite 201, Bend OR 97701 - START 02/26/2015 - 1 HR/MO ALL DURING SECS TRDG HRS - LIFE INSURANCE PRODUCER. Exclusive Insurance, paid at the carrier level, not an owner. (4) 03/04/2015 - NON-VARIABLE INSURANCE - Investment Related - 869 NW Wall St, Suite 201, Bend, OR 97701 - START 02/26/2015 - 4 HR/MO ALL DURING SECS TRDG HRS - FIXED ANNUITIES INSURANCE PRODUCER. Paid at the carrier level, not an owner. (5) 05/19/2015: TALLUS OREGON, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 869 NW Wall St, suite 201, Bend, OR 97701 and 2895 South Beavercreek Rd #208, Oregon City, OR 97045 - Start 05/16/2015 - 50 Hr/Mo; 40 Hour(s) During Securities Trading - Part ownership (6) 1/16/2020 - PizAnna, LLC - DBA: Tallus Capital Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/31/2020 - 10 Hours Per Month/5 Hours During Securities Trading. (7) 1/28/2020 - PizAnna, LLC - DBA: Tallus Capital Management - Not Investment Related - 9221 SW Barbur Blvd #310, Portland, OR 97219 - Business Entity For Tax/Investment Purposes Only - Start Date: 01/31/2020 - 10 Hours Per Month/5 Hours During Securities Trading. 8. 09/04/2025 - Tallus Capital Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start date: 08/25/2025 - 80 Hours Per Month/80 Hours During Securities Trading. 9. 09/04/2025 - Independent Advisor Alliance, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start date: 08/29/2025 - 80 Hours Per Month/80 Hours During Securities Trading..I provide investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-19
• S63 Uniform Securities Agent State Law Examination
  2004-08-16

Designations

• Certified Financial Planner

Other Names

• Jeff Michael Pisan