Nathan Piwowar
Advisor at Robert Baird & Co.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Robert Baird & Co.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Mishawaka, IN 46545
Credentials
Series 66
Industry experience
8 years
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.
Based on Robert Baird & Co.
Flat fees available for specific services or financial plans; negotiated per client agreement.
$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
Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.
Hourly consulting or advisory rates available; details negotiated per client agreement.
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.
4220 Edison Lake Pkwy, Ste 100
Mishawaka, IN 46545
Indiana · Texas
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)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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