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Nathan Piwowar

Advisor at Robert Baird & Co.

Updated today

Location

Mishawaka, IN 46545

Credentials

Series 66

Industry experience

8 years

About

Nathan Piwowar is a financial advisor with Robert Baird & Co., holding a Series 66 designation and eight years of industry experience. His prior roles include positions at LPL Financial, 1st Source Bank, and Edward Jones. He has also worked at Allied Industrial Group, Inc., and was involved with ClubCorp - Knollwood Country Club and the University of Notre Dame. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a variety of investment strategies ranging from traditional allocations to more complex approaches, alongside municipal advisory and public finance services.

Client services

Based on Robert Baird & Co.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops See schedule d

Expertise

Based on Robert Baird & Co.

Wealth management Tax-loss harvesting

Occupation focus

Based on Robert Baird & Co.

Retired Founder/Business Owner

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Fee options

Fixed

Flat fees available for specific services or financial plans; negotiated per client agreement.

Percentage

$0 - $10,000,000: Negotiable $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $75,000,000: 0.30% $75,000,001 - $100,000,000: 0.15% $100,000,001+: Negotiable

Commissions

Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.

Project-based

Hourly consulting or advisory rates available; details negotiated per client agreement.

Other

Account minimum: $50,000 Minimum fee: Minimum quarterly advisory fee may be assessed; minimum annual advisory fee of $60,000 may apply for DDK Fee-only: Flat or hourly fees available; specific fees negotiated and detailed in client agreements.

Location

4220 Edison Lake Pkwy, Ste 100

Mishawaka, IN 46545

Most active in

Indiana · Texas

Work history

Baird Private Wealth Management

2024 - Present (2 years)

LPL Financial

2019 - 2024 (5 years)

1st Source Bank

2019 - 2024 (5 years)

Edward Jones

2017 - 2019 (2 years)

Allied Industrial Group, Inc.

2016 - 2017 (1 year)

ClubCorp - Knollwood Country Club

2005 - 2017 (12 years)

University of Notre Dame

2005 - 2016 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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