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3345 Beaumont Rd, Ann Arbor, MI 48105-9713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chisholm & Darden Investment Advisors | Ann Arbor | MI | 06/2016 | Present |
| Pierce Financial Llc | Ann Arbor | MI | 02/2004 | Present |
Steven Charles Pierce is an investment adviser representative with another investment advisory firm. From time to time, he may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. Pierce Financial LLC always acts in the best interest of the client and clients always have the right to decide whether or not to utilize the services of any Pierce Financial LLC representative in such individual's outside capacities. Steven Charles Pierce is a volunteer board member of the Ann Arbor Symphony Orchestra.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-03 |
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