DP
DP

Dennis Peatrowsky

28 Years of Experience
Omaha, NE

Dennis Peatrowsky is a registered investment advisor at Virtue Wealth Counsel, LLC, based in Omaha, NE, with 28 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 145 clients with $31M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
145 clients
Average Client Portfolio
$213K average
Assets Under Management
$30.8M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.70%

Fees are charged up to 1.70% annually, billed monthly in advance, and are negotiable depending on account size, asset types, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Dennis is an attorney at Peatrowsky Law, LLC, focusing on estate and business planning and securities law, dedicating nearly full-time hours to this role. He also serves as a Chapter Director and Archdiocese Coordinator for His Way At Work, a ministry for consecrated business owners, spending minimal time each month on this activity.

Employment History
Current Registrations
Virtue Wealth Counsel, LLC
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Questar Asset Management, INC.
December 2015 - September 2018 · 2 yrs 9 mos
Questar Capital CorporationBroker
December 2015 - September 2018 · 2 yrs 9 mos
Geneos Wealth Management, INC.Broker
February 2015 - October 2015 · 8 mos
Manarin Investment Counsel LTD
September 2013 - November 2015 · 2 yrs 2 mos
Manarin Securities CorporationBroker
September 2013 - February 2015 · 1 yr 5 mos
Securities Service Network, INC.Broker
February 2011 - July 2012 · 1 yr 5 mos
Qa3 Financial CORP.Broker
July 2002 - February 2011 · 8 yrs 7 mos
Orizon Investment Counsel LLC
December 2001 - July 2012 · 10 yrs 7 mos
United Heritage Financial Services, INC.Broker
August 2000 - April 2001 · 8 mos
Financial Network Investment CorporationBroker
February 2000 - August 2000 · 6 mos
Securities America, INC.Broker
August 1996 - May 1998 · 1 yr 9 mos
Gwr Investments, INC.Broker
January 1994 - December 1995 · 1 yr 11 mos
Investors First Securities, LTD.Broker
October 1993 - December 1993 · 2 mos
State Registrations3 states
AZNETX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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