TrueAdvisor
TrueAdvisor
BP
BP

Brett Allen Pierson

Oberweis Asset Management INC
13 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Oberweis Asset Management INC
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
108 clients
Average Client Portfolio
$36.5M average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$25M
Financial Planning:Investment management only

Location

3333 Warrenville Road, Suite 500, Lisle, IL, 60532

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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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Employment History
Current Registrations
Oberweis Asset Management INC
May 2021 - Present · 4 yrs 9 mos
Oberweis Securities, INC.Broker
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Nuveen Securities, LLCBroker
November 2013 - April 2021 · 7 yrs 5 mos
Nuveen Asset Management, LLC
November 2013 - April 2021 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2012 - October 2013 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2012 - October 2013 · 1 yr 5 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.