Rohn Harrison Pierce
Investment adviser representative at Independent Solutions Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$1.5BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Independent Solutions Wealth Management, LLCJan 2025 to now
- Peak Brokerage Services, LLCJul 2019 to now
- Blackridge Asset Management, LLCJul 2019 to Jan 2025
- The Prudential Insurance Company of AmericaOct 2018 to Jul 2019
- Pruco Securities, LLCMay 2018 to Jul 2019
- Niagara UniversityMay 2018 to Jul 2018
- Rolite ManufacturingOct 2017 to May 2018
- River City Rascals BaseballJun 2017 to Jul 2017
- Liaison InternationalApr 2016 to Oct 2017
- Seattle Mariners OrganizationJun 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
Independent Solutions Wealth Management, LLC
$1.5BAssets managed
4,285Clients
28Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6998805
- Firm CRD
- 144733