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Keir Jourdan Pienaar

GER Loftin Wealth Advisors, LLC

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About Keir Jourdan Pienaar

Keir Jourdan Pienaar is an active investment advisor representative registered with the state of Georgia. Keir has been in the financial industry for over 2 years. Keir is currently registered with Ger Loftin Wealth Advisors, LLC, an independent investment advisor firm. Prior to joining Ger Loftin Wealth Advisors, LLC, Keir was registered with United Planners' Financial Services of America A Limited Partner. Keir has a Series 63, Series 65, Series 7 and SIE licenses. Keir's specialties include financial planning, portfolio management for individuals, and providing educational seminars.

Firm Information

Keir Pienaar is currently registered with GER Loftin Wealth Advisors, LLC. GER Loftin Wealth Advisors, LLC is a registered investment advisor headquartered in Johns Creek, Georgia. The firm provides financial planning, portfolio management for individuals, and educational seminars. They manage approximately $233,579,777 in assets for 1,440 clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. The firm offers wrap fee programs.
GER Loftin Wealth Advisors, LLC

6470 E JOHNS CROSSING

JOHNS CREEK, GA 30097

$233.58M

Assets Under Management

Not reported

Total Clients

4

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Keir Pienaar’s Registration & Firm History

GA

09/01/2021 - Present

GER Loftin Wealth Advisors, LLC (JOHNS CREEK GA)

GA

09/16/2022 - 08/16/2023

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (DULUTH GA)

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Licenses & Designations

BC

Issued 06/02/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/18/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/30/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Keir Jourdan Pienaar.
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