Iza Valery Picazo
Investment adviser representative at Pioneer Wealth Management Group
12 yearsExperience
1 stateRegistered in
$399.2MFirm assets
5 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
- Pension consulting
Experience
12 years in the industry.
- Pioneer Wealth Management GroupJun 2024 to now
- Austin Independent School DistrictAug 2023 to May 2024
- Zeds Real Fruit Ice CreamJul 2021 to Jul 2023
- HebMay 2021 to Apr 2023
- Ut Austin, Freshman Research Initiative, Urban Ecosystems StreamAug 2019 to May 2021
- Ross Dress for LessJun 2019 to Aug 2020
- Old NavyApr 2018 to Apr 2018
- Ut Austin, High School Summer Research AcademyJun 2017 to Aug 2019
- StudentSep 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Pioneer Wealth Management Group
Legal name: Pioneer Wealth Management Group, Inc
$399.2MAssets managed
499Clients
11Advisers
5 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
- 7983887
- Firm CRD
- 133429