David C Michalk
Investment adviser representative at Osaic Advisory Services, LLC
13 yearsExperience
2 statesRegistered in
ChFC®Designation
$15.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Osaic Advisory Services, LLCMar 2024 to now
- Triad Hybrid SolutionsMar 2024 to now
- Waterway Wealth Management, L.L.C.Dec 2013 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2951513
- Firm CRD
- 171070