Peter
Falkowski
Onedigital Investment Advisors
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About this Advisor
Peter Falkowski is a financial advisor based in Auburn Hills, Michigan, working with Onedigital Investment Advisors. Peter has previously held positions at Blackrock Investments, LLC, Harbor Funds Distributors, Inc, Lincoln Financial Distributors, Harbor Capital Advisors, and Onedigital Investment Advisors LLC. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Peter is part of Onedigital Investment Advisors, which operates out of Auburn Hills, Michigan. The firm has 83 offices and 550 employees. The firm manages assets totaling $107.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Onedigital Investment Advisors includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Onedigital Investment Advisors Brokerage Details
$107,102,318,821
550
57,121
$1,875,008
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Peter Falkowski Work History
Onedigital Investment Advisors LLC
Harbor Funds Distributors, Inc
Harbor Capital Advisors
Lincoln Financial Distributors
Blackrock Investments, LLC
Disclosures
Please visit the SEC profile of Peter Falkowski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Onedigital Investment Advisors
Round Rock, TX
Overland Park, KS
West Harrison, NY
Knoxville, TN
Overland Park, KS
Auburn Hills, MI
Overland Park, KS
Overland Park, KS
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