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David Lee Piatkowski

R.E. DICKINSON INVESTMENT ADVISORS, LLC·COUNCIL BLUFFS, Iowa
SIE, Series 6, Series 7, Series 24, Series 63, Series 6519 years registeredR.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 · 19 years registered
Brand Profile
Not yet started
01

Career History

WAVERLY ADVISORS, LLC
Jan 2025 – present
DICKINSON INVESTMENT ADVISORS
Aug 2015 – Mar 2025
COUNCIL BLUFFS, IA
TIAA-CREF ADVICE AND PLANNING SERVICES
Mar 2007 – Aug 2015
OMAHA, NE
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · March 5, 2007
Years registered · 19
03

Disclosure History

1990Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
R.E. DICKINSON INVESTMENT ADVISORS, LLC
CRD 115108 · SEC 801-98342
AUM
$373M
Regulatory assets under management
Employees
3
552 client accounts
Services offered by R.E. DICKINSON INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at R.E. DICKINSON INVESTMENT ADVISORS, LLC →
Introduction

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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

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