David MichalkCRD 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.
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
Worthwise Financial Partners
|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|
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
Total Assets Under Management499MILLIONS
Total Number of Accounts1,132ACCOUNTS
Average Account Value$440,587
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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