David Piatkowski
David Piatkowski is a registered investment advisor at Waverly Advisors, LLC, based in Council Bluffs, IA, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 12,463 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waverly Advisors charges an advisory fee for managing your investments, calculated as a percentage of the total value of your portfolio. The specific percentage ranges from 0.25% to 1.5% per year, depending on the amount you invest. Some clients pay a flat percentage, while others pay a declining percentage as the portfolio size increases. There may be a minimum annual fee. Some investment strategies, like individual stock strategies, may have an additional 0.25% annual fee.
Location
535 Broadway, Suite 301, Council Bluffs, IA, 51503-0816
Get directionsHistory
Regulatory History (1)
Criminal
February 1990Employment History
Current Registrations
Waverly Advisors, LLC
Previous Registrations
Dickinson Investment Advisors
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Ameritas Investment CORP.Broker
New England SecuritiesBroker
Foresters Equity Services, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations3 states
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.