Brett
Pierson

Oberweis Asset Management Inc

CRD#6045792
Investment Advisor
in Lisle, IL

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About this Advisor

Brett Pierson is a financial advisor working in Lisle, Illinois, with 2 years of industry experience. Pierson is an employee of Oberweis Asset Management Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner And Smith Inc, Chitownmenus.Com, Bank Of America, N.A, Nuveen Securities, LLC and Oberweis Securities, Inc. Pierson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois. Oberweis Asset Management Inc is a firm operating out of Lisle, IL. It administers $3 billion in assets among its 124 accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 124 client accounts, 36% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fees typically depend on which services are provided. Fee types billed by Oberweis Asset Management Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

3333 Warrenville Road Suite 500
Lisle, IL 60532

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Oberweis Asset Management Inc Brokerage Details

Total Assets Under Management

$2,602,359,035

IL Average: $6,674,516,078
Total Number of Employees

32

IL Average: 44
Total Number of Accounts

124

IL Average: 2,564
Average Account Size

$20,986,766

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Brett Pierson Work History

Brett has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Oberweis Securities, Inc

2013 - 2021 (8 years)

Nuveen Securities, LLC

2012 - 2013 (1 year)

Merrill Lynch, Pierce, Fenner And Smith Inc

2012 - 2013 (1 year)

Bank Of America, N.A

2009 - 2013 (4 years)

Chitownmenus.Com

*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 Brett Pierson 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 Oberweis Asset Management Inc

Thomas Labelle
Lisle, IL
Brett Pierson
Lisle, IL
Scott Braser
Lisle, IL
John Tyrpin
Lisle, IL
David Covas
Lisle, IL
James Oberweis
Lisle, IL

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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