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PP

Paul J. Pearce

MAIRS & POWER
St. Paul, MN 55101-4914
Some features on this profile are disabled
CRD#: 5291001
PP

Professional summary

Paul J Pearce, CFP®, who also goes by Paul John Pearce, Paul Pearce, is a registered financial advisor currently at MAIRS & POWER located in St. Paul, Minnesota.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Paul has worked at 5 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Paul John Pearce | Paul Pearce

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul J Pearce's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2021

Experience

Current

January 28, 2026 - Present

MAIRS & POWER

Office #1: 30 E 7th Street Suite 2500, St. Paul, MN 55101-4914
RIA
CRD#: 110351
St. Paul, MN
Past

August 2, 2024 - January 8, 2026

BEARING POINT CAPITAL

RIA
CRD#: 332023
Bloomington, MN
Past

November 26, 2019 - August 9, 2024

MORGAN STANLEY

RIA
CRD#: 149777
Bloomington, MN
Past

November 15, 2019 - August 9, 2024

MORGAN STANLEY

BD
CRD#: 149777
Bloomington, MN
Past

January 3, 2011 - October 26, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MINNEAPOLIS, MN
Past

January 3, 2011 - October 26, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MINNEAPOLIS, MN
Past

August 17, 2009 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
MINNEAPOLIS, MN
Past

October 27, 2008 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
MINNEAPOLIS, MN

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".
M&
MAIRS & POWER
MAIRS & POWER | MAIRS AND POWER INC | MAIRS & POWER VENTURE CAPITAL

CRD#: 110351 / SEC#: 801-2731

RIA
Registered Investment Advisory firm - (11/15/1961 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.

Highlighted states indicate IAR registrations

IAR
Minnesota
(1/28/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/26/2019
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 8/12/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/14/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/15/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/31/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/24/2008
General Securities Representative Examination

Current Firm

M&
MAIRS & POWER
MAIRS & POWER | MAIRS AND POWER INC | MAIRS & POWER VENTURE CAPITAL

CRD#: 110351 / SEC#: 801-2731

RIA
Registered Investment Advisory firm - (11/15/1961 Approved)
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Contact information

Main Address
30 E 7th Street Suite 2500, St. Paul, MN 55101-1363
Mailing Address
Phone number
(651) 222-8478
Established
Firm type
Fiscal year end
# of Employees
56

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MAIRS AND POWER FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,666
AUM (Assets Under Management)$ 11,977,257,704

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

MAIRS & POWER

CRD#: 110351St. Paul, MN 55101-4914

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