PITTSBURGH FINANCIAL PLANNERS, INC.
CRD #14155 SEC #801-123722 BRIDGEVILLE, PA 412-220-1690
SEC Registered
Total AUM
$160.6M
Discretionary
$115.1M
Employees
6
Clients
101
Accounts
500
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BIERKER, STEPHEN, GEORGE | I | CEO | D | Control |
| BIERKER, STEPHEN, GEORGE | I | CEO | D | Control |
| BIERKER, STEPHEN, GEORGE | I | CEO | D | Control |
| BIERKER, STEPHEN, GEORGE | I | CEO | D | Control |
| BIERKER, STEPHEN, GEORGE | I | CEO | D | Control |
| BIERKER, STEPHEN, GEORGE | I | CEO | D | Control |
| BIERKER, STEPHEN, GEORGE | I | CEO | D | Control |
| BIERKER, STEPHEN, GEORGE | I | CEO | D | Control |
| BIERKER, STEPHEN, GEORGE | I | CEO | D | Control |
| BIERKER, STEPHEN, GEORGE | I | CEO | D | Control |
| BIERKER, STEPHEN, GEORGE | I | CEO | D | Control |
| BIERKER, STEPHEN, GEORGE | I | CEO | D | Control |
| BIERKER, STEPHEN, GEORGE | I | CEO | D | Control |
| BIERKER, STEPHEN, GEORGE | I | CEO | D | Control |
| BIERKER, STEPHEN, GEORGE | I | CEO | D | Control |
| YATES, BRIAN, LEWIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| YATES, BRIAN, LEWIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| YATES, BRIAN, LEWIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| YATES, BRIAN, LEWIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| YATES, BRIAN, LEWIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| YATES, BRIAN, LEWIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| YATES, BRIAN, LEWIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| YATES, BRIAN, LEWIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| YATES, BRIAN, LEWIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| YATES, BRIAN, LEWIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| YATES, BRIAN, LEWIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| YATES, BRIAN, LEWIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| YATES, BRIAN, LEWIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| YATES, BRIAN, LEWIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| YATES, BRIAN, LEWIS | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Dec 8, 2025 REGISTERED
Notice Filings (6)
LA MD NH OH PA TX
Address
1195 WASHINGTON PIKESUITE 100
BRIDGEVILLE, PA 15017
United States
Phone: 412-220-1690