Sarah Elizabeth Pierce

Employer firm

Watershed Private Wealth CRD 316408

$414M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2011 → 04/2018
  Northwestern Mutual Investment Services, Llc
  Chicago, IL
• 09/2011 → 04/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 12/2011 → 04/2018
  Scott Goldstein
  Chicago, IL
• 04/2018 → 04/2020
  Creative Planning
  Kansas City, KS
• 04/2020 → Present
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
• 04/2020 → 10/2023
  Northwestern Mutual Life Insurance Company
  Chicago, IL
• 11/2022 → Present
  Steven L Braun
  Chicago, IL
• 10/2023 → Present
  Watershed Private Wealth Llc
  Oak Brook, IL

Previous Registrations

• 2020-04-08 → 2023-11-14
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
  Chicago, IL
  St Charles, IL
• 2018-04-18 → 2020-04-06
  Creative Planning
  Oakbrook Terrace, IL
  Overland Park, KS
  St. Charles, IL
• 2011-08-29 → 2018-04-17
  Northwestern Mutual Investment Services, Llc
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2011-08-26

Other Names

• Sarah E Singleton
• Sarah Elizabeth Singleton