RP
RP

Rohn Harrison Pierce

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
3,774 clients
Average Client Portfolio
$325K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$3K
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Location

305 Spindrift Drive, Williamsville, NY, 14221

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Rohn is an investment advisor representative (IAR) at Independent Solutions Wealth Management, LLC, spending about a quarter of his time offering advisory services. He also works as a financial professional offering insurance services through Queen City Financial Group, The Financial Guys, and Access Planning Services, Inc., dedicating about half of his time to these activities, and coaches baseball pitching lessons for All-In-Sports for a few hours per week.

Employment History
Current Registrations
Independent Solutions Wealth Management, LLC
January 2025 - Present · 1 yr 1 mo
Peak Brokerage Services, LLCBroker
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
Blackridge Asset Management, LLC
November 2019 - January 2025 · 5 yrs 2 mos
Pruco Securities, LLC.Broker
September 2018 - August 2019 · 11 mos
State Registrations5 states
COFLNCNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.