David Michalk, financial advisor The Woodlands TX

David Michalk

CRD Number: 2951513
Current Firm: Waterway Wealth Management, LLC

David Michalk (CRD# 2951513) is an Investment Advisor Representative working at Waterway Wealth Management, LLC in The Woodlands, TX and has over 24 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Waterway Wealth Management, LLC The Woodlands, TX Dec 2013 - Current 8
Thrivent Investment Management Inc. Albuquerque, NM Jul 2002 - Dec 2013 11
Thrivent Financial For Lutherans Appleton, WI Jul 2002 - Dec 2013 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S66 NASAA Uniform Combined State Law Examination Dec 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David C. Michalk
Phone Number: 281-363-0000
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    499
    MILLIONS
  • Total Number of Accounts
    1,132
    ACCOUNTS
  • Average Account Value
    $440,587
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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