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David Piatkowski

Waverly Advisors, LLC
26 Years of Experience
Council Bluffs, IA
1 Disclosure
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David Piatkowski is a registered investment advisor at Waverly Advisors, LLC, based in Council Bluffs, IA, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 13 more. Their firm serves 13,689 clients with $30B in assets under management.

Waverly Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
231 advisors
Number of Clients
13,689 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$29.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees range from 0.25% to 1.50% annually, applied as a flat or declining marginal rate. Certain equity and options strategies carry an additional 0.25% annual fee. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

535 Broadway, Suite 301, Council Bluffs, IA, 51503-0816

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History

Regulatory History (1)
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Criminal
February 1990
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Waverly Advisors, LLC
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Dickinson Investment Advisors
August 2015 - March 2025 · 9 yrs 7 mos
Tiaa-Cref Advice and Planning Services
March 2007 - August 2015 · 8 yrs 5 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
December 2005 - August 2015 · 9 yrs 8 mos
Ameritas Investment CORP.Broker
September 2004 - November 2005 · 1 yr 2 mos
New England SecuritiesBroker
August 2001 - September 2004 · 3 yrs 1 mo
Foresters Equity Services, INC.Broker
January 2001 - June 2001 · 5 mos
The Variable Annuity Marketing CompanyBroker
July 1996 - May 1997 · 10 mos
State Registrations3 states
IANETX
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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