Piercen Harnish (CRD# 6664864) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Fort Wayne, IN and has over 4 years of experience in the finance industry. Piercen Harnish has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 3175609
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | Fort Wayne, IN | Nov 2023 - Current | < 1 |
| Kestra Advisory Services, LLC | Fort Wayne, IN | Nov 2023 - Current | < 1 |
| Shelton Financial Group | Fort Wayne, IN | Sep 2018 - Nov 2023 | 5 |
| Usa Financial Securities | Ada, MI | May 2018 - Nov 2023 | 5 |
| University Of Saint Francis | Fort Wayne, IN | Aug 2015 - May 2019 | 3 |
| Ash Brokerage | Fort Wayne, IN | Mar 2017 - Sep 2018 | 1 |
| Shelton Financial Group | Fort Wayne, IN | May 2016 - Sep 2016 | < 1 |
| Handy Spot | Bluffton, IN | Aug 2014 - Jun 2015 | < 1 |
| Norwell Middle/high School | Ossian, IN | Apr 2009 - Apr 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- IN
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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