Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Pawlak is an investment advisor representative with Oarsman Capital, Inc. Derek has been in the industry since 1996. Derek has experience working with a variety of clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Derek specializes in financial planning, selection of other advisors, and portfolio management for businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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WI
09/21/2022 - Present
Oarsman Capital, Inc. (MILWAUKEE WI)
WI
11/08/2002 - 04/10/2007
B. C. ZIEGLER AND COMPANY (MILWAUKEE WI)
MA
12/21/2001 - 11/08/2002
HEARTLAND INVESTOR SERVICES, LLC (BOSTON MA)
WI
03/04/1998 - 12/21/2001
HEARTLAND ADVISORS, INC. (MILWAUKEE WI)
IL
06/27/1996 - 02/10/1998
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
BC
Issued 04/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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