Randal
Pierson

Secure Investment Management, LLC

CRD#2000124
Investment Advisor
in Olathe, KS

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About this Advisor

Randal Pierson is a financial advisor operating in Olathe, Kansas with 4 years of relevant experience. Pierson works at Secure Investment Management, LLC. Their career trajectory has included roles at Communityamerica Credit Union, Cuso Financial Services, Lp, Allstate Insurance Co, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Bankers & Investors Company, Inc, Alliance America Corporation, United Advisors America Corporation, J.D. Mellberg Financial, LLC, Secure Investment Management, LLC, Specialized Advisors LLC and Secure Investment Management. Pierson holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Kansas. Secure Investment Management, LLC is an advisory business operating out of Tucson, AZ. It administers $37 million in assets between its 659 client accounts, placing it among the smaller investment advisory firms in the United States by assets under management. Secure Investment Management, LLC offers a set of services, including portfolio management for individuals and small businesses and other services. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fee types billed by Secure Investment Management, LLC likely are comprised of any blend of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Olathe, KS

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Secure Investment Management, LLC Brokerage Details

Total Assets Under Management

$36,717,410

KS Average: $1,555,372,352
Total Number of Employees

12

KS Average: 37
Total Number of Accounts

659

KS Average: 1,370
Average Account Size

$55,717

KS Average: $1,135,308

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Randal Pierson Work History

Randal has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Secure Investment Management

2017 - Present (7 years)

J.D. Mellberg Financial, LLC

2019 - 2019 (< 1 year)

Specialized Advisors LLC

2017 - 2017 (< 1 year)

United Advisors America Corporation

2017 - 2019 (2 years)

Secure Investment Management, LLC

2016 - 2017 (1 year)

Alliance America Corporation

2015 - 2015 (< 1 year)

Cambridge Investment Research, Inc

2015 - 2015 (< 1 year)

Cambridge Investment Research Advisors, Inc

2015 - 2016 (1 year)

Bankers & Investors Company, Inc

2014 - 2015 (1 year)

Allstate Insurance Co

2008 - 2014 (6 years)

Communityamerica Credit Union

2008 - 2014 (6 years)

Cuso Financial Services, Lp

*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 Randal 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 Secure Investment Management, LLC

Clark Dearmond
Tucson, AZ
Kelley Velasquez
Tucson, AZ
Jared Keating
Tucson, AZ
Douglas Warren
Temecula, CA
Jason Poff
Tucson, AZ
Mario Dela Cerna
Tucson, AZ
John Keefe
Tucson, AZ
Randal Pierson
Olathe, KS

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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