Unclaimed
Nathan Piwowar is a financial advisor who is currently registered with Robert W. Baird & Co. Inc.. Nathan has been in the financial industry since May 1, 2017 and holds Series 66, Series 7 and SIE licenses. Nathan has 11 approved state registrations in Arizona, Florida, Georgia, Indiana, Maryland, Michigan, North Carolina, Ohio, Rhode Island, Texas and Washington. Nathan is also registered as an Investment Advisor Representative in Texas. Before joining Robert W. Baird & Co. Inc., Nathan was associated with EDWARD JONES.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
IN
09/26/2024 - Present
Robert W. Baird & Co. Inc. (Mishawaka IN)
IN
04/25/2017 - 08/07/2019
EDWARD JONES (MISHAWAKA IN)
BOTH
Issued 05/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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