Roy Piske
Advisor at WSA Affiliates, LLC
Updated today
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.
About
Roy Piske is a financial advisor at WSA Affiliates, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at WSA Affiliates since 2020, following a two-year tenure at Woodbury Financial Services. In addition to his advisory work, he has been involved in ground operations for Southwest Airlines since 1981, servicing aircraft while they are on the ground. WSA Affiliates, LLC provides advisory referral services and financial planning to individual and high-net-worth clients, connecting them with third-party investment managers and other financial professionals. The firm focuses on coordinating client information and due diligence rather than discretionary asset management or ongoing account reviews.
Client services
Based on WSA Affiliates, LLC
Financial planning
Selection of other advisers
Administrative and advisor coordination services
Administrative and advisor coordination services
Expertise
Based on WSA Affiliates, LLC
General retirement planning
Income planning
General estate planning guidance
Long-term care insurance
Life insurance needs analysis
Fee options
$100 to $250 per hour based on complexity and planner
Location
League City, TX
Most active in
Roy P has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
WSA Affiliates, LLC
2020 - Present (6 years)
Woodbury Financial Services inc
2018 - 2020 (2 years)
Southwest Airlines
1981 - Present (45 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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