Keir Pienaar (CRD# 7092142) is an Investment Advisor Representative working at Ger Loftin Wealth Advisors, LLC in Johns Creek, GA and has over 2 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Johns Creek, GA | Aug 2023 - Current | < 1 |
| Georgia State University | Atlanta, GA | Aug 2020 - Current | 3 |
| Ger Loftin Wealth Advisors, LLC | Johns Creek, GA | Jul 2019 - Current | 4 |
| Keir Pienaar | Roswell, GA | Feb 2023 - Aug 2023 | < 1 |
| United Planners Financial Services | Scottsdale, AZ | May 2022 - Aug 2023 | 1 |
| Lambert High School | Suwanee, GA | Aug 2016 - May 2020 | 3 |
| Riverwatch Middle School | Suwanee, GA | Aug 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
| S63 | Uniform Securities State Law Examination | Jun 2022 |
- GA
-
Total Assets Under Management234MILLIONS
-
Total Number of Accounts1,440ACCOUNTS
-
Average Account Value$162,208
- 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
- Educational seminars/workshops
AL, CA, FL, GA, IN, LA, MI, NC, OK, PA, SC, TN, TX
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