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Sarah Elizabeth Pierce

Watershed Private Wealth LLC

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About Sarah Elizabeth Pierce

Sarah Elizabeth Pierce is an Investment Advisor Representative. Sarah is registered in the state of Illinois and has been active in the industry since August 2011. Sarah is currently employed by Watershed Private Wealth LLC. Previously, Sarah was employed by Northwestern Mutual Investment Services, LLC and Portfolio Brokerage Services, INC. Sarah is also Series 7 and Series 66 licensed.

Firm Information

Sarah Pierce is currently registered with Watershed Private Wealth LLC. Watershed Private Wealth LLC is an investment advisory firm based in Oak Brook, Illinois. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Watershed Private Wealth LLC manages approximately $263,375,888 in assets for 444 clients.
Watershed Private Wealth LLC

1415 W. 22ND STREET

OAK BROOK, IL 60523

$263.38M

Assets Under Management

Not reported

Total Clients

3

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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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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Sarah Pierce’s Registration & Firm History

IL

11/03/2023 - Present

Watershed Private Wealth LLC (OAK BROOK IL)

WI

04/08/2020 - 11/14/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)

IL

08/03/2011 - 04/17/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)

IL

08/04/2009 - 05/27/2011

PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 08/26/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Elizabeth Pierce.
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