Morgan Stanley
44yrs
Top advisor by experience in Lafayette
9yrs
Pierce Roe has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Lafayette, Indiana. Pierce has been with Gettings Busch Wealth Management since 2026; before that, Pierce spent eight years at Charles Schwab & CO.. Gettings Busch Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 116 advisors with offices in Lafayette, and one of 105 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office672 Main Street Suite 300, Lafayette, IN 47901
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$610,416
Advisors at the firm11
States licensed ?1 state
Services through Gettings Busch Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2026 – nowGettings Busch Wealth ManagementCurrent firm
- 2017 – 2026Charles Schwab & CO., Inc.Previously
Questions to ask Pierce
Tailored to Pierce’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Pierce
How do I contact Pierce?
Call Gettings Busch Wealth Management at 765-742-7366 and ask for Pierce Roe. Pierce works from the Lafayette, IN office.
How long has Pierce been a financial advisor?
Pierce has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Pierce hold?
Series 66. Tap any license on this page to see what it allows.
Is Pierce a fiduciary?
Pierce is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Pierce paid?
Gettings Busch Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Pierce for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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