David J. Petoskey, RFC
President and Registered Principal
 david.petoskey@lpl.com

Owner and President, David Petoskey has been a practicing financial advisor for the past 16 years and a top producer for the nation’s largest independent broker dealer over the past several years. The pilot CPA networking program David developed now serves as a template for the national LPL partners program. David’s and the firm’s success can be attributed to his innate people skills and business savvy in investment and insurance.

Dave’s boundless energy keeps him busy outside of running a successful wealth management firm. He serves on many committees and advisory councils at his alma mater, Walsh College as well as being involved in the Young Entrepreneurial Organization, which brings young successful business leaders together to share ideas and network. In 2007 Dave was named a Distinguished Alumnus of Walsh College and elected to its Board of Trustees.

David resides in Bloomfield Hills, Michigan with his wife, Kathy, and their two daughters, Lauren and Sydney. When not working or spending time with his family, Dave enjoys golfing and supporting Detroit’s many sports teams.

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42714 Woodward Ave., Suite B  |   Bloomfield Hills, MI 48304  |   Phone: (248) 334-9600   |   Fax: (248) 334-9603  |   david.petoskey@lpl.com

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