Steven Charles Pierce

Employer firm

Pierce Financial LLC CRD 293590

$2.00M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 06/2016 → Present
  Chisholm & Darden Investment Advisors
  Ann Arbor, MI
• 02/2004 → Present
  Pierce Financial Llc
  Ann Arbor, MI

Previous Registrations

• 2017-05-12 → 2024-12-31
  C&D Wealth Advisors
  Whitmore Lake, MI
• 2010-08-26 → 2016-06-10
  Lpl Financial Llc
  Ann Arbor, MI
  San Diego, CA
  Ann Arbor, MI
• 1999-10-15 → 2004-02-09
  Keybanc Capital Markets Inc.
  Ann Arbor, MI

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-16
• S63 Uniform Securities Agent State Law Examination
  1995-02-03

Other Names

• Steve Pierce