Dan Michalk, financial advisor The Woodlands TX

Dan Michalk

CRD Number: 2579778
Current Firm: Waterway Wealth Management, LLC
Daniel Michalk (CRD# 2579778) is an Investment Advisor Representative working at Waterway Wealth Management, LLC in The Woodlands, TX and has over 21 years of experience in the finance industry. Daniel Michalk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Waterway Wealth Management, LLC The Woodlands, TX Jun 2012 - Current 8
Heritage Wealth Management, Inc. Houston, TX Jul 2002 - Jun 2012 9
Lutheran Brotherhood Minneapolis, MN Aug 1994 - Jun 2002 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1995
Contact Info for Dan P. Michalk
Phone Number: 281-363-0000
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    374
    MILLIONS
  • Total Number of Accounts
    1,068
    ACCOUNTS
  • Average Account Value
    $349,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NM, TX

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