Keir
Pienaar
Ger Loftin Wealth Advisors, LLC
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About this Advisor
Keir Pienaar is a financial advisor operating out of Duluth, Georgia with a total of 2 years of relevant experience. Pienaar works at Ger Loftin Wealth Advisors, LLC. Throughout their career, Pienaar has worked at Ger Loftin Wealth Advisors, LLC, Georgia State University, Lambert High School, Riverwatch Middle School, Johns Creek Elementary School and United Planners Financial Services. Pienaar maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Georgia. Ger Loftin Wealth Advisors, LLC is an advisory firm based in Duluth, GA. It manages $204 million in assets across its 1,100 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,100 customer accounts, 26% are associated with high-net-worth clients who have greater than $1 million in assets. The business performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services largely depend on which services the firm provides the client. However, fee types charged by Ger Loftin Wealth Advisors, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ger Loftin Wealth Advisors, LLC Brokerage Details
$203,574,641
6
1,100
$185,068
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Keir Pienaar Work History
Keir has been registered as a financial advisor for 2 years.*
United Planners Financial Services
Georgia State University
Ger Loftin Wealth Advisors, LLC
Lambert High School
Riverwatch Middle School
Johns Creek Elementary School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Keir Pienaar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ger Loftin Wealth Advisors, LLC
Duluth, GA
Duluth, GA
Duluth, GA
Duluth, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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