JP
Jeffrey M. Pisan
INDEPENDENT ADVISOR ALLIANCE
Oregon City, OR 97045
Some features on this profile are disabled
CRD#: 4835290
JP
Professional summary
Jeffrey Michael Pisan, CFP®, who also goes by Jeff Michael Pisan, is a registered financial advisor currently at INDEPENDENT ADVISOR ALLIANCE, LLC located in Oregon City, Oregon and LPL FINANCIAL LLC located in Oregon City, Oregon.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Jeffrey has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Jeff Michael Pisan
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 11/08/2012: TALLUS CAPITAL MANAGMENT - NON-VARIABLE INSURANCE DBA - AT REPORTED BUSINESS LOCATION(S) - 75% OF TIME SPENT - INS TYPES: LIFE, HEALTH, LONG-TERM CARE, DISABILITY, FIXED ANNUITIES (2) 03/01/2013: 755, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - for LPL business (3) 03/04/2015: NON-VARIABLE INSURANCE - Investment Related - 869 NW Wall St, Suite 201, Bend OR 97701 - START 02/26/2015 - 1 HR/MO ALL DURING SECS TRDG HRS - LIFE INSURANCE PRODUCER. Exclusive Insurance, paid at the carrier level, not an owner. (4) 03/04/2015 - NON-VARIABLE INSURANCE - Investment Related - 869 NW Wall St, Suite 201, Bend, OR 97701 - START 02/26/2015 - 4 HR/MO ALL DURING SECS TRDG HRS - FIXED ANNUITIES INSURANCE PRODUCER. Paid at the carrier level, not an owner. (5) 05/19/2015: TALLUS OREGON, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 869 NW Wall St, suite 201, Bend, OR 97701 and 2895 South Beavercreek Rd #208, Oregon City, OR 97045 - Start 05/16/2015 - 50 Hr/Mo; 40 Hour(s) During Securities Trading - Part ownership (6) 1/16/2020 - PizAnna, LLC - DBA: Tallus Capital Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/31/2020 - 10 Hours Per Month/5 Hours During Securities Trading. (7) 1/28/2020 - PizAnna, LLC - DBA: Tallus Capital Management - Not Investment Related - 9221 SW Barbur Blvd #310, Portland, OR 97219 - Business Entity For Tax/Investment Purposes Only - Start Date: 01/31/2020 - 10 Hours Per Month/5 Hours During Securities Trading. 8. 09/04/2025 - Tallus Capital Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start date: 08/25/2025 - 80 Hours Per Month/80 Hours During Securities Trading. 9. 09/04/2025 - Independent Advisor Alliance, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start date: 08/29/2025 - 80 Hours Per Month/80 Hours During Securities Trading..I provide investment advisory services through Independent Advisor Alliance, LLC, an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Michael Pisan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
August 29, 2025 - Present
INDEPENDENT ADVISOR ALLIANCE, LLC
Office #1: 2895 S Beavercreek Road, Suite 208, Oregon City, OR 97045RIA
CRD#: 168267
Oregon City, OR
Current
November 15, 2012 - Present
LPL FINANCIAL LLC
Office #1: 2895 Beavercreek Rd Ste 208, Oregon City, OR 97045Office #2: 19570 Amber Meadow Drive Suite 150, Office B, Bend, OR 97702RIA
BD
CRD#: 6413
Oregon City, OR
Past
January 17, 2013 - September 25, 2025
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
RIA
CRD#: 151298
Oregon City, OR
Past
April 13, 2010 - November 19, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BEND, OR
Past
March 5, 2010 - November 19, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BEND, OR
Past
September 27, 2005 - March 9, 2010
EDWARD JONES
BD
CRD#: 250
BEND, OR
Past
August 10, 2004 - November 10, 2004
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
EDISON, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INDEPENDENT ADVISOR ALLIANCE, LLC
AFTON WEALTH MANAGEMENT | STOCKBRIDGE WEALTH ADVISORS | STILLWATER FINANCIAL ADVISORS | STEWARD GUIDE WEALTH PARTNERS | STEPHS TWO CENTS | SPARK | SOUTHERN WEALTH ADVISORS | SOLIDA FINANCIAL | SOCRATIC BETTER WEALTH | SIXTH MAN SPORTS MANAGEMENT | SIX PILLARS FINANCIAL ADVISORS | SISLO WEALTH MANAGEMENT | SILVERROCK WEALTH MANAGEMENT | SILVER KEY WEALTH MANAGEMENT | SECOND HALF STRATEGIES | SEACOAST WEALTH MANAGEMENT | SCHMIDT FINANCIAL RESOURCES | SAGE FINANCIAL SYSTEMS | RUTLEDGE FINANCIAL PARTNERS | ROLLER WEALTH MANAGEMENT | RJ WEALTH MANAGEMENT | RIGHTIREMENT WEALTH PARTNERS | REVANT WEALTH | RETIREMENT PATH FINANCIAL | REBER INVESTMENTS | R.J. SCHRIFT PRIVATE ASSET MANAGEMENT | R.F. TOLBERT WEALTH MANAGEMENT | R.F. TOLBERT FINANCIAL GROUP | PROVENCE WEALTH MANAGEMENT GROUP | PROSPERITY WEALTH ADVISORS | PRECISION POINT WEALTH MANAGEMENT | PARADIGM WEALTH PARTNERS | PALMETTO INVESTMENT CONSULTANTS | ORINOCO CAPITAL ADVISORS | ONE TREE HILL INVESTMENT ADVISORS | NORTON FINANICAL | NORTH POINT FINANCIAL PLANNERS | NEWPORT FINANCIAL PLANNING | NEW MARKET FINANCIAL ADVISORS | MOORE & BURKHARDT WEALTH MANAGEMENT | MONEYDOVE | MOHLMAN WEALTH MANAGEMENT | MIDTOWN ADVISORS | MFP FINANCIAL SERVICES | METCAP WEALTH MANAGEMENT | METCAP | METCALF CAPITAL WEALTH MANAGEMENT | MCQUILLING FINANCIAL SERVICES, LLC | MAYNARD & ASSOCIATES WEALTH MANAGEMENT | MATT MIKOLAJEWSKI WEALTH MANAGEMENT | MATT JELNICKY, CFP | MARZANO CAPITAL GROUP | MARLINE & ASSOCIATES WEALTH MANAGEMENT | MARKEY WEALTH MANAGEMENT | M&F WEALTH MANAGEMENT | LORD WEALTH MANAGEMENT | LIVSWELL | LIBERTY POINT ADVISORS | LIBERAL INVESTING | LEGACY WEALTH MANAGEMENT | LAURIE SCHAEFFER, CRPC ® | KORNERSTONE WEALTH MANAGEMENT | KNOW MY PLAN | KNIGHT FINANCIAL PLANNING SERVICES | KING WEALTH PARTNERS | K.A. GREGORY WEALTH MANAGEMENT | JOHN BAILEY FINANCIAL | JN WEALTH STRATEGIES | JEFFERY W. MASTERS & ASSOCIATES | JACKSON FINANCIAL GROUP | INVESTRA FINANCIAL SERVICES | INVESTRA | INTERGROWH FINANCIAL GROUP | INDEPENDENT ADVISOR ALLIANCE, LLC | HUTCHISON WEALTH MANAGEMENT GROUP | HOLLOWELL FINANCIAL GROUP | HMC PARTNERS | HENSLEY RETIREMENT PLANNING | HENDERSON WEALTH MANAGEMENT | HARWOOD WEALTH MANAGEMENT | HARVEY WEALTH MANAGEMENT | HARVEST WEALTH MANAGEMENT | HAGEN WEALTH MANAGEMENT | H. DEWEY THOMPSON FINANCIAL SERVICE | GRACE FINANCIAL SERVICES | GENWEALTH FINANCIAL ADVISORS | GENESIS FINANCIAL PARTNERS | GASKINS GIBSON CAPITAL | FREEMAN FINANCIAL | FREEDOM WEALTH PARTNERS | FOUNDERS PRIVATE WEALTH | FORWARD FINANCIAL GROUP | FOCUS WEALTH PLANNING | FIVESTONE FINANCIAL | FIT FINANCIAL WEALTH MANAGEMENT | FIRST COMMUNITY FINANCIAL CONSULTANTS | FAMILY WEALTH PARTNERS | FAIRVIEW STRATEGIC PLANNERS | EDMONDSON CAPITAL AND FINANCIAL PLANNING | EBERST WEALTH MANAGEMENT | E2E FINANCIAL | DU LAC WEALTH SERVICES | DOLF DUNN WEALTH MANAGEMENT | DISTINCTIVE WEALTH MANAGEMENT | DILL FINANCIAL SERVICES | DESIGNING WEALTH | DECKERT FINANCIAL | DAWES WEALTH MANAGEMENT | DAVIS FINANCIAL | DARPEL & HOWARD WEALTH ADVISORS | CYPRESS CAPITAL | CWL WEALTH MANAGEMENT | CURRY, MOORE & ASSOCIATES WEALTH ADVISORS | CT FINANCIAL | CROSSROADS FINANCIAL GROUP | CROSSOVER POINT ADVISORS | CRITICAL TRANSITIONS WEALTH ADVISORS | CRESCENT FINANCIAL GROUP | CREDO FINANCIAL ADVISORS | COUNCIL FAMILY OFFICE | CONNECTED WEALTH MANAGEMENT | COMPREHENSIVE PLANNING | COMPASS INVESTMENT ADVISORS, LLC | COJO BAY ADVISORS | COASTAL FINANCIAL PLANNING GROUP | CMPD12 CAPITAL | CLARIDENCE WEALTH | CHARLOTTE WEALTH ADVISORS | CHAMPION WEALTH MANAGEMENT | CFG | CERMAK-SERFASS WEALTH MANAGEMENT | CAUBLE SCHRIFT PRIVATE ASSET MANAGEMENT | CAUBLE SCHRIFT | CASTLE WEALTH PARTNERS | BUDD WEALTH MANAGEMENT | BRYANT & BOLICK FINANCIAL SERVICES | BOAN FINANCIAL GROUP | BLUEWATER FINANCIAL SERVICES | BLUEROCK INVESTMENT SERVICES | BLACKBRIDGE FINANCIAL | BEACON CAPITAL ADVISORY GROUP | BASS FINANCIAL MANAGEMENT | BARNES CAPITAL GROUP | BARNES BENEFIT CONSULTANTS | BALANCE WEALTH PARTNERS | AUDET WEALTH ADVISORS | ATLANTIC COAST WEALTH MANAGEMENT | ASSET ADVISORS | ASHWOOD WEALTH MANAGEMENT | ARMFIELD WEALTH | ALTITUDE WEALTH MANAGEMENT | ALASKA FINANCIAL ASSOCIATES...
CRD#: 168267 / SEC#: 801-78808
RIA
Registered Investment Advisory firm - (11/26/2013 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/25/2013)
IAR
Arizona(10/6/2025)
RR
California(11/15/2012)
IAR
California(8/29/2025)
RR
Colorado(1/22/2013)
RR
Connecticut(1/14/2020)
RR
Florida(1/25/2013)
IAR
Florida(9/3/2025)
RR
Georgia(3/13/2015)
RR
Hawaii(12/10/2019)
RR
Idaho(9/10/2019)
RR
Indiana(1/9/2020)
RR
Kansas(1/9/2020)
RR
Massachusetts(1/9/2020)
RR
Michigan(4/15/2013)
RR
Minnesota(8/2/2023)
RR
Missouri(1/22/2013)
RR
Montana(1/25/2013)
RR
Nevada(11/15/2012)
IAR
Nevada(10/7/2025)
RR
New York(8/31/2017)
IAR
New York(8/29/2025)
RR
Ohio(7/16/2019)
RR
Oregon(11/15/2012)
IAR
Oregon(10/3/2025)
RR
Pennsylvania(7/16/2020)
RR
South Carolina(1/25/2013)
RR
Texas(5/11/2015)
IAR
Texas(8/29/2025)
RR
Utah(1/14/2020)
RR
Virginia(10/24/2025)
RR
Washington(11/15/2012)
IAR
Washington(8/29/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IA
INDEPENDENT ADVISOR ALLIANCE, LLC
AFTON WEALTH MANAGEMENT | STOCKBRIDGE WEALTH ADVISORS | STILLWATER FINANCIAL ADVISORS | STEWARD GUIDE WEALTH PARTNERS | STEPHS TWO CENTS | SPARK | SOUTHERN WEALTH ADVISORS | SOLIDA FINANCIAL | SOCRATIC BETTER WEALTH | SIXTH MAN SPORTS MANAGEMENT | SIX PILLARS FINANCIAL ADVISORS | SISLO WEALTH MANAGEMENT | SILVERROCK WEALTH MANAGEMENT | SILVER KEY WEALTH MANAGEMENT | SECOND HALF STRATEGIES | SEACOAST WEALTH MANAGEMENT | SCHMIDT FINANCIAL RESOURCES | SAGE FINANCIAL SYSTEMS | RUTLEDGE FINANCIAL PARTNERS | ROLLER WEALTH MANAGEMENT | RJ WEALTH MANAGEMENT | RIGHTIREMENT WEALTH PARTNERS | REVANT WEALTH | RETIREMENT PATH FINANCIAL | REBER INVESTMENTS | R.J. SCHRIFT PRIVATE ASSET MANAGEMENT | R.F. TOLBERT WEALTH MANAGEMENT | R.F. TOLBERT FINANCIAL GROUP | PROVENCE WEALTH MANAGEMENT GROUP | PROSPERITY WEALTH ADVISORS | PRECISION POINT WEALTH MANAGEMENT | PARADIGM WEALTH PARTNERS | PALMETTO INVESTMENT CONSULTANTS | ORINOCO CAPITAL ADVISORS | ONE TREE HILL INVESTMENT ADVISORS | NORTON FINANICAL | NORTH POINT FINANCIAL PLANNERS | NEWPORT FINANCIAL PLANNING | NEW MARKET FINANCIAL ADVISORS | MOORE & BURKHARDT WEALTH MANAGEMENT | MONEYDOVE | MOHLMAN WEALTH MANAGEMENT | MIDTOWN ADVISORS | MFP FINANCIAL SERVICES | METCAP WEALTH MANAGEMENT | METCAP | METCALF CAPITAL WEALTH MANAGEMENT | MCQUILLING FINANCIAL SERVICES, LLC | MAYNARD & ASSOCIATES WEALTH MANAGEMENT | MATT MIKOLAJEWSKI WEALTH MANAGEMENT | MATT JELNICKY, CFP | MARZANO CAPITAL GROUP | MARLINE & ASSOCIATES WEALTH MANAGEMENT | MARKEY WEALTH MANAGEMENT | M&F WEALTH MANAGEMENT | LORD WEALTH MANAGEMENT | LIVSWELL | LIBERTY POINT ADVISORS | LIBERAL INVESTING | LEGACY WEALTH MANAGEMENT | LAURIE SCHAEFFER, CRPC ® | KORNERSTONE WEALTH MANAGEMENT | KNOW MY PLAN | KNIGHT FINANCIAL PLANNING SERVICES | KING WEALTH PARTNERS | K.A. GREGORY WEALTH MANAGEMENT | JOHN BAILEY FINANCIAL | JN WEALTH STRATEGIES | JEFFERY W. MASTERS & ASSOCIATES | JACKSON FINANCIAL GROUP | INVESTRA FINANCIAL SERVICES | INVESTRA | INTERGROWH FINANCIAL GROUP | INDEPENDENT ADVISOR ALLIANCE, LLC | HUTCHISON WEALTH MANAGEMENT GROUP | HOLLOWELL FINANCIAL GROUP | HMC PARTNERS | HENSLEY RETIREMENT PLANNING | HENDERSON WEALTH MANAGEMENT | HARWOOD WEALTH MANAGEMENT | HARVEY WEALTH MANAGEMENT | HARVEST WEALTH MANAGEMENT | HAGEN WEALTH MANAGEMENT | H. DEWEY THOMPSON FINANCIAL SERVICE | GRACE FINANCIAL SERVICES | GENWEALTH FINANCIAL ADVISORS | GENESIS FINANCIAL PARTNERS | GASKINS GIBSON CAPITAL | FREEMAN FINANCIAL | FREEDOM WEALTH PARTNERS | FOUNDERS PRIVATE WEALTH | FORWARD FINANCIAL GROUP | FOCUS WEALTH PLANNING | FIVESTONE FINANCIAL | FIT FINANCIAL WEALTH MANAGEMENT | FIRST COMMUNITY FINANCIAL CONSULTANTS | FAMILY WEALTH PARTNERS | FAIRVIEW STRATEGIC PLANNERS | EDMONDSON CAPITAL AND FINANCIAL PLANNING | EBERST WEALTH MANAGEMENT | E2E FINANCIAL | DU LAC WEALTH SERVICES | DOLF DUNN WEALTH MANAGEMENT | DISTINCTIVE WEALTH MANAGEMENT | DILL FINANCIAL SERVICES | DESIGNING WEALTH | DECKERT FINANCIAL | DAWES WEALTH MANAGEMENT | DAVIS FINANCIAL | DARPEL & HOWARD WEALTH ADVISORS | CYPRESS CAPITAL | CWL WEALTH MANAGEMENT | CURRY, MOORE & ASSOCIATES WEALTH ADVISORS | CT FINANCIAL | CROSSROADS FINANCIAL GROUP | CROSSOVER POINT ADVISORS | CRITICAL TRANSITIONS WEALTH ADVISORS | CRESCENT FINANCIAL GROUP | CREDO FINANCIAL ADVISORS | COUNCIL FAMILY OFFICE | CONNECTED WEALTH MANAGEMENT | COMPREHENSIVE PLANNING | COMPASS INVESTMENT ADVISORS, LLC | COJO BAY ADVISORS | COASTAL FINANCIAL PLANNING GROUP | CMPD12 CAPITAL | CLARIDENCE WEALTH | CHARLOTTE WEALTH ADVISORS | CHAMPION WEALTH MANAGEMENT | CFG | CERMAK-SERFASS WEALTH MANAGEMENT | CAUBLE SCHRIFT PRIVATE ASSET MANAGEMENT | CAUBLE SCHRIFT | CASTLE WEALTH PARTNERS | BUDD WEALTH MANAGEMENT | BRYANT & BOLICK FINANCIAL SERVICES | BOAN FINANCIAL GROUP | BLUEWATER FINANCIAL SERVICES | BLUEROCK INVESTMENT SERVICES | BLACKBRIDGE FINANCIAL | BEACON CAPITAL ADVISORY GROUP | BASS FINANCIAL MANAGEMENT | BARNES CAPITAL GROUP | BARNES BENEFIT CONSULTANTS | BALANCE WEALTH PARTNERS | AUDET WEALTH ADVISORS | ATLANTIC COAST WEALTH MANAGEMENT | ASSET ADVISORS | ASHWOOD WEALTH MANAGEMENT | ARMFIELD WEALTH | ALTITUDE WEALTH MANAGEMENT | ALASKA FINANCIAL ASSOCIATES...
CRD#: 168267 / SEC#: 801-78808
RIA
Registered Investment Advisory firm - (11/26/2013 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277
Mailing Address
Phone number
(888) 430-1555
Established
Firm type
Fiscal year end
# of Employees
283
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 54,861 |
| AUM (Assets Under Management) | $ 14,074,143,679 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INDEPENDENT ADVISOR ALLIANCE, LLC
CRD#: 168267Oregon City, OR 97045TRUST BUT VERIFY
Monitor Jeffrey Pisan
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
