Brendon Jon Pierce

Employer firm

Chicago Oakbrook Financial Group CRD 333344

$1.21B regulatory AUM

Reported services (Item 5G)

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

• 01/2016 → 02/2021
  Allianz Global Investors Distributors Llc
  New York, NY
• 01/2016 → 02/2021
  Allianz Global Investors U.S. Llc
  New York, NY
• 11/2021 → 12/2024
  Commonwealth Financial Network
  Waltham, MA
• 02/2021 → 11/2021
  Unemployed
  Sugar Grove, IL
• 11/2021 → Present
  Chicago Oakbrook Financial Group
  Oak Brook, IL

Previous Registrations

• 2021-11-17 → 2024-12-31
  Commonwealth Financial Network
  Oakbrook, IL
• 2010-01-04 → 2016-01-04
  Allspring Funds Management, Llc
  San Francisco, CA
• 2010-01-05 → 2010-01-04
  Evergreen Investment Management Co
  Boston, MA

Other Businesses

1 .Owner, Fox Hill Ventures, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 07/16/2021; 90% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; Located at 903 Commerce Drive, Suite 300, Oak Brook, IL 60523, as of 10/02/2023; 1% time spent during business hours; Conducted at branch location; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-11-11
• S63 Uniform Securities Agent State Law Examination
  2006-09-29

Other Names

• Brendon Jon Pierce
• Brendon Pierce