Pierson
Zahn
Blue Water Wealth
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About this Advisor
Pierson Zahn is a financial advisor based in Portland, Oregon, working with Blue Water Wealth. Pierson has previously held positions at Starbucks, H&M, Jersey Mikes, University Of Oregon, University Of San Francisco, Lake Oswego High School, and Blue Water Wealth. Pierson has passed the Series 65 regulatory exam and is registered to provide services in Oregon and Washington. Currently, Pierson is part of Blue Water Wealth, which operates out of Portland, Oregon. The firm has one office and 17 employees. The firm manages assets totaling $317.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Blue Water Wealth includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Blue Water Wealth Brokerage Details
$317,073,465
17
1,021
$310,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Pierson Zahn Work History
Blue Water Wealth
H&M
Starbucks
University Of Oregon
Jersey Mikes
University Of San Francisco
Lake Oswego High School
Disclosures
Please visit the SEC profile of Pierson Zahn 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 Blue Water Wealth
Seattle, WA
Portland, OR
Portland, OR
Portland, OR
Seattle, WA
Portland, OR
Portland, OR
Portland, OR
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