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Coherent Financial Advisers, LLC CRD 281877
$41.3M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Peoria, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2016-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coherent Financial Advisers, Llc | Peoria | AZ | 01/2016 | Present |
Thomas John Pietrack is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Coherent Financial Advisers, LLC always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Coherent Financial Advisers, LLC in connection with such individual's activities outside of Coherent Financial Advisers, LLC. Thomas John Pietrack outside business activity takes less than 10% of his time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-12 |
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