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David Lee Piatkowski

R.E. DICKINSON INVESTMENT ADVISORS, LLC·COUNCIL BLUFFS, Iowa
Clean recordR.E. DICKINSON INVESTMENT ADVISORS, LLC
535 W BROADWAY, COUNCIL BLUFFS, IA 51503-0816CRD# 2768027Firm CRD# 115108

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Lee Piatkowski · COUNCIL BLUFFS, IA
Registration
CRD #2768027 · R.E. DICKINSON INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Lee Piatkowski is a registered financial advisor based in COUNCIL BLUFFS, Iowa, affiliated with R.E. DICKINSON INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
R.E. DICKINSON INVESTMENT ADVISORS, LLC
DICKINSON INVESTMENT ADVISORS
AUM
$373M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at R.E. DICKINSON INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2768027
Firm CRD# 115108
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Lee Piatkowski offer?
David Lee Piatkowski specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in COUNCIL BLUFFS, Iowa for a consultation.
What are David Lee Piatkowski's credentials?
David Lee Piatkowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lee Piatkowski located?
David Lee Piatkowski is based in COUNCIL BLUFFS, Iowa, working with R.E. DICKINSON INVESTMENT ADVISORS, LLC. Their office serves clients in the COUNCIL BLUFFS metropolitan area and surrounding communities.
How does David Lee Piatkowski charge for services?
David Lee Piatkowski's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is R.E. DICKINSON INVESTMENT ADVISORS, LLC?
R.E. DICKINSON INVESTMENT ADVISORS, LLC has approximately 3 employees and manages $373M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at R.E. DICKINSON INVESTMENT ADVISORS, LLC

Ronny Eugene Dickinson
COUNCIL BLUFFS, IA
Beverly M Dickinson
COUNCIL BLUFFS, IA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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