BB
Brandon Bierk
EURO PACIFIC ASSET MANAGEMENT
Dorado, PR 00646
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CRD#: 7058974
BB
Professional summary
Brandon Bierk, who also goes by Brandon Michael Bierk, is a registered financial advisor currently at EURO PACIFIC ASSET MANAGEMENT, LLC located in Dorado, and DISTRIBUTION SERVICES, LLC located in Dorado, .
Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Brandon has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brandon Michael Bierk
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.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Bierk'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®
NoneExperience
Current
August 2, 2021 - Present
EURO PACIFIC ASSET MANAGEMENT, LLC
Office #1: Lots 81-82, Street C Suite 206, Dorado, PR 00646RIA
CRD#: 152922
Dorado, PR
Current
January 2, 2024 - Present
DISTRIBUTION SERVICES, LLC
Office #1: Lots 81-82, Street C Suite 206, Dorado, PR 00646BD
CRD#: 25938
Dorado, PR
Past
January 5, 2023 - December 31, 2023
IMST DISTRIBUTORS, LLC
BD
CRD#: 130745
Dorado, PR
Past
August 22, 2019 - June 14, 2021
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
DENVER, CO
Past
June 19, 2019 - June 14, 2021
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
DENVER, CO
Past
April 1, 2019 - June 21, 2019
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
DENVER, CO
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".
EP
EURO PACIFIC ASSET MANAGEMENT, LLC
EURO PACIFIC ASSET MANAGEMENT, LLC
CRD#: 152922 / SEC#: 801-71199
RIA
Registered Investment Advisory firm - (3/29/2010 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
IAR
Alabama(8/2/2021)
IAR
Alaska(8/2/2021)
IAR
Arizona(9/2/2021)
IAR
Arkansas(8/2/2021)
IAR
California(8/2/2021)
RR
California(1/2/2024)
IAR
Colorado(8/2/2021)
IAR
Connecticut(8/2/2021)
IAR
Delaware(8/2/2021)
IAR
District of Columbia(9/16/2021)
IAR
Florida(8/20/2021)
IAR
Georgia(8/19/2021)
IAR
Hawaii(8/2/2021)
IAR
Idaho(8/2/2021)
IAR
Illinois(8/2/2021)
IAR
Indiana(8/2/2021)
IAR
Iowa(8/2/2021)
IAR
Kansas(8/2/2021)
IAR
Kentucky(8/2/2021)
IAR
Louisiana(8/2/2021)
IAR
Maine(8/2/2021)
IAR
Maryland(8/2/2021)
IAR
Massachusetts(8/31/2021)
IAR
Michigan(8/2/2021)
IAR
Minnesota(8/2/2021)
IAR
Mississippi(8/2/2021)
IAR
Missouri(8/2/2021)
IAR
Montana(8/3/2021)
IAR
Nebraska(8/3/2021)
IAR
Nevada(8/11/2021)
IAR
New Hampshire(8/2/2021)
IAR
New Jersey(9/23/2021)
IAR
New Mexico(8/3/2021)
IAR
New York(8/2/2021)
IAR
North Carolina(8/2/2021)
IAR
North Dakota(8/11/2021)
IAR
Ohio(8/2/2021)
IAR
Oklahoma(8/2/2021)
IAR
Oregon(8/2/2021)
IAR
Pennsylvania(8/2/2021)
IAR
Puerto Rico(8/2/2021)
RR
Puerto Rico(1/2/2024)
IAR
Rhode Island(8/2/2021)
IAR
South Carolina(8/2/2021)
IAR
South Dakota(8/9/2021)
IAR
Texas(8/2/2021)
IAR
Utah(8/3/2021)
IAR
Vermont(8/3/2021)
IAR
Virginia(8/2/2021)
IAR
Washington(8/2/2021)
IAR
West Virginia(8/9/2021)
IAR
Wisconsin(8/2/2021)
IAR
Wyoming(8/2/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/28/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 3/30/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
EP
EURO PACIFIC ASSET MANAGEMENT, LLC
EURO PACIFIC ASSET MANAGEMENT, LLC
CRD#: 152922 / SEC#: 801-71199
RIA
Registered Investment Advisory firm - (3/29/2010 Approved)PREMIUM
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Contact information
Main Address
Lots 81-82, Street C Suite 206, Dorado, PR 00646
Mailing Address
Phone number
+1 (866) 878-2881
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,790 |
| AUM (Assets Under Management) | $ 1,360,447,698 |
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
EURO PACIFIC ASSET MANAGEMENT, LLC
CRD#: 152922Dorado, PR 00646TRUST BUT VERIFY
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