David James Petoskey
Investment Adviser Representative at Wealthcare Advisory Partners LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David James Petoskey is an investment adviser representative in Bloomfield Hills, MI, currently registered with Wealthcare Advisory Partners LLC and LPL Financial LLC. They have worked in the securities industry since 1991 and were previously registered with Integrated Wealth Concepts LLC. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
- Broker:
24 states and territories
Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Maryland, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial LLCSep 2010 – Jul 2019Rochester Hills, MI
- Wealth Management Services, LLCSep 2010 – no end date reportedBloomfield Hills, MI
- Wealthcare Advisory Partners LLCFeb 2018 – May 2023Bloomfield Hills, MI
- Integrated Wealth Concepts, LLCJan 2023 – Mar 2025Waltham, MA
- LPL Financial LLCApr 2021 – no end date reportedBloomfield Hills, MI
- LPL Financial LLCMay 1995 – no end date reportedBloomfield Hills, MI
- Wealthcare Advisory Partners LLCMar 2025 – no end date reportedBloomfield Hills, MI
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wealthcare Advisory Partners LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, financial planning, insurance coverage, money management strategies, and ESG portfolios utilizing sustainability funds covering U.S. and international developed market equities.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 171
- Offices listed on AdvisorFinder:
- 26
- Main office:
- West Chester, PA
- SEC file number:
- 801-80067
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 12, 2026
View full firm profileOther advisors at Wealthcare Advisory Partners LLC
Showing 12 of 171 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David James Petoskey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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