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Daniel Brian Napierkowski

Schneider Downs Wealth Management Advisors, LP

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About Daniel Brian Napierkowski

Daniel Napierkowski is a financial advisor with Schneider Downs Wealth Management Advisors, LP. Daniel has been in the industry since 2000 and is registered with the state of Pennsylvania. Daniel specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and retirement plans. Daniel has a Certified Financial Planner designation. Daniel also has experience in insurance sales.

Firm Information

Daniel Napierkowski is currently registered with Schneider Downs Wealth Management Advisors, LP. Schneider Downs Wealth Management Advisors, LP is a registered investment adviser headquartered in Pittsburgh, PA. They manage over $2.6 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and pension consulting.
Schneider Downs Wealth Management Advisors, LP

ONE PPG PLACE, SUITE 1700

PITTSBURGH, PA 15222

$2.61B

Assets Under Management

1

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Napierkowski’s Registration & Firm History

PA

04/13/2005 - Present

Schneider Downs Wealth Management Advisors, LP (PITTSBURGH PA)

PA

10/31/2008 - 11/02/2010

SAGEPOINT FINANCIAL, INC. (PITTSBURGH PA)

PA

01/06/2005 - 10/31/2008

AMERICAN GENERAL SECURITIES INCORPORATED (PITTSBURGH PA)

AZ

07/02/2001 - 01/04/2005

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

PA

03/28/2000 - 12/12/2000

THE CODRICK FINANCIAL GROUP, INC. (GREENSBURG PA)

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Licenses & Designations

BOTH

Issued 12/14/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Brian Napierkowski.
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