DP
DP

Dennis Peatrowsky

28 Years of Experience
Omaha, NE

Dennis Peatrowsky is a registered investment advisor at Virtue Wealth Counsel, LLC, based in Omaha, NE, with 28 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 120 clients with $24M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
120 clients
Average Client Portfolio
$198K average
Assets Under Management
$23.8M

Fee Structure

Minimum Investment:$100K

Virtue Wealth Counsel charges up to 1.70% annually on your portfolio. The exact fee may be lower depending on the type and size of assets, and the number of advisors reviewing the account. Fees are billed monthly in advance. The fees are negotiable. There is a minimum of $100,000 to open and maintain an advisory account, but this may be waived.

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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dennis is an attorney at Peatrowsky Law, LLC, focusing on estate and business planning and securities law, dedicating nearly full-time hours to this role. He also serves as a Chapter Director and Archdiocese Coordinator for His Way At Work, a ministry for consecrated business owners, spending minimal time each month on this activity.

Employment History
Current Registrations
Virtue Wealth Counsel, LLC
September 2018 - Present · 7 yrs 7 mos
Previous Registrations
Questar Asset Management, INC.
December 2015 - September 2018 · 2 yrs 9 mos
Questar Capital CorporationBroker
December 2015 - September 2018 · 2 yrs 9 mos
Geneos Wealth Management, INC.Broker
February 2015 - October 2015 · 8 mos
Manarin Investment Counsel LTD
September 2013 - November 2015 · 2 yrs 2 mos
Manarin Securities CorporationBroker
September 2013 - February 2015 · 1 yr 5 mos
Securities Service Network, INC.Broker
February 2011 - July 2012 · 1 yr 5 mos
Qa3 Financial CORP.Broker
July 2002 - February 2011 · 8 yrs 7 mos
Orizon Investment Counsel LLC
December 2001 - July 2012 · 10 yrs 7 mos
United Heritage Financial Services, INC.Broker
August 2000 - April 2001 · 8 mos
Financial Network Investment CorporationBroker
February 2000 - August 2000 · 6 mos
Securities America, INC.Broker
August 1996 - May 1998 · 1 yr 9 mos
Gwr Investments, INC.Broker
January 1994 - December 1995 · 1 yr 11 mos
Investors First Securities, LTD.Broker
October 1993 - December 1993 · 2 mos
State Registrations3 states
AZNETX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Dennis Peatrowsky - Financial Advisor | TrueAdvisor