PB
PB

Pia Bennett

29 Years of Experience
Ann Arbor, MI
BrokerSells Insurance

Pia Bennett is a registered investment advisor at Select Financial Services Group, INC., based in Ann Arbor, MI, with 29 years of industry experience. Pia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 7 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

  • Comprehensive financial plan — $2,000
  • Hourly consulting — $200 per hour
One-Time Plan:$2,000
Hourly Rate:$200/hr
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Location

455 E. Eisenhower Parkway, Suite 210, Ann Arbor, MI, 48108

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Pia sells fixed insurance products and is a registered investment advisor offering financial planning through Select Financial Services Group Inc. Pia is also a co-owner and member of Bluepath, LLC, a private entity used to own real estate properties.

Employment History
Current Registrations
Commonwealth Financial Network
September 2010 - Present · 15 yrs 8 mos
Select Financial Services Group, INC.
September 2010 - Present · 15 yrs 8 mos
Commonwealth Financial NetworkBroker
April 1999 - Present · 27 yrs 1 mo
Previous Registrations
Nylife Securities INC.Broker
August 1998 - April 1999 · 8 mos
Metlife Securities INC.Broker
May 1997 - August 1998 · 1 yr 3 mos
Metropolitan Life Insurance CompanyBroker
May 1997 - August 1998 · 1 yr 3 mos
Tcf Securities, INC.Broker
November 1996 - April 1997 · 5 mos
State Registrations8 states
AZCAFLINKYMINCUT
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.