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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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