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Brett Allen Pierson

Oberweis Asset Management Inc.

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About Brett Allen Pierson

Brett Allen Pierson is a registered Investment Advisor Representative (IAR) with Oberweis Asset Management Inc. in Lisle, Illinois. Brett has been in the financial services industry since 2012 and has worked for Nuveen Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Oberweis Asset Management Inc. Brett is registered with the state of Illinois. Oberweis Asset Management Inc. manages assets for individuals, investment companies, pooled investment vehicles, corporations, and government entities.

Firm Information

Brett Pierson is currently registered with Oberweis Asset Management Inc.. Oberweis Asset Management Inc. is an investment advisor located in Lisle, IL. The firm manages over $3 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, investment companies, and government entities. Their services include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. The firm is registered with the SEC and has a strong track record of providing investment advice and portfolio management services.
Oberweis Asset Management Inc.

3333 WARRENVILLE ROAD

LISLE, IL 60532

$3.04B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Provide model portfolio data to clients

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Brett Pierson’s Registration & Firm History

IL

05/03/2021 - Present

Oberweis Asset Management Inc. (LISLE IL)

IL

11/19/2013 - 04/20/2021

NUVEEN SECURITIES, LLC (CHICAGO IL)

IL

05/17/2012 - 10/29/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)

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Licenses & Designations

BOTH

Issued 08/09/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett Allen Pierson.
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