BP
CFP
BP
CFP

Brendon Pierson

33 Years of Experience
Wall, NJ
BrokerSells Insurance

Brendon Pierson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wall, NJ, with 33 years of industry experience. Brendon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Brendon is the owner of Brendon Pierson, Inc., a tax preparation and accounting business, dedicating minimal time. He is also an agent for Avantax Insurance Agency and/or Avantax Insurance Services, with the ability to sell various annuity and insurance products, and a limited partner in KM Storage JV, LLC, a self-storage facility.

Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
May 2002 - September 2025 · 23 yrs 4 mos
Avantax Investment Services, INC.Broker
August 1992 - September 2025 · 33 yrs 1 mo
State Registrations27 states
AZCACOCTDEFLGAILINKYLAMAMDMINCNJNYOHPARISCTNTXUTVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brendon Pierson - Financial Advisor | TrueAdvisor