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Rohn Harrison Pierce

Independent Solutions Wealth Management, LLC

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About Rohn Harrison Pierce

Rohn Harrison Pierce is an active investment advisor representative and a licensed broker in the state of New York. Pierce has been in the financial industry since 2018 and holds a Series 7, Series 63 and Series 65 licenses as well as the SIE. Pierce is currently employed with Independent Solutions Wealth Management, LLC and previously worked with PRUCO SECURITIES, LLC. Pierce’s experience encompasses various financial services, including financial planning, insurance services, portfolio management, and educational seminars. Rohn Harrison Pierce is committed to providing comprehensive and personalized financial guidance to individuals, families, and businesses.

Firm Information

Rohn Pierce is currently registered with Independent Solutions Wealth Management, LLC. Independent Solutions Wealth Management, LLC is a registered investment advisor based in Williamsville, NY. The firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. They serve a variety of clients including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. The firm manages over $953 million in assets.
Independent Solutions Wealth Management, LLC

305 SPINDRIFT DRIVE

WILLIAMSVILLE, NY 14221

$953.83M

Assets Under Management

Not reported

Total Clients

19

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Rohn Pierce’s Registration & Firm History

NY

01/08/2025 - Present

Independent Solutions Wealth Management, LLC (WILLIAMSVILLE NY)

NY

09/20/2018 - 08/05/2019

PRUCO SECURITIES, LLC. (AMHERST NY)

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Licenses & Designations

IA

Issued 11/13/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rohn Harrison Pierce.
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