David James Petoskey

Employer firm

Wealthcare Advisory Partners LLC CRD 171976

$8.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2010 → 07/2019
  Lpl Financial Llc
  Rochester Hills, MI
• 09/2010 → Present
  Wealth Management Services, Llc
  Bloomfield Hills, MI
• 02/2018 → 05/2023
  Wealthcare Advisory Partners Llc
  Bloomfield Hills, MI
• 01/2023 → 03/2025
  Integrated Wealth Concepts, Llc
  Waltham, MA
• 04/2021 → Present
  Lpl Financial Llc
  Bloomfield Hills, MI
• 05/1995 → Present
  Lpl Financial Llc
  Bloomfield Hills, MI
• 03/2025 → Present
  Wealthcare Advisory Partners Llc
  Bloomfield Hills, MI

Previous Registrations

• 2023-01-03 → 2025-04-01
  Integrated Wealth Concepts Llc
  Bloomfield Hills, MI
• 2018-02-01 → 2023-05-17
  Wealthcare Advisory Partners Llc
  Bloomfield Hills, MI
  West Chester, PA

Other Businesses

1. 01/19/1999 - David Petoskey - Non-Variable Insurance - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading. 2. 12/16/2002 - WEALTH MANAGEMENT SERVICES, LLC. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. 3. 08/23/2007 - Wealth Management Services, LLC - Registered Investment Advisor - Investment Related - 0 Hrs/Mth - 0 Hrs During Trading. 4. 02/26/2015 - Financial Sustainability Committee - Other - Financial Committee for Township - Not Investment Related - Bloomfield Twp, Michigan - Start Date: 02/28/2015 - 4 Hrs/Mth - 0 Hrs During Trading. 5. 06/15/2017 - David Petoskey - Other - Notary - Not Investment Related - At Reported Business Location(s) - Start Date: 1/1/2010 - 0 Hrs/Mth - 0 Hrs During Trading. 6. 01/09/2018 - Wealthcare Advisory Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date: 1/2/2018 - 200 Hrs/Mth - 6 Hrs During Trading. 7. 02/06/2018 - Wealthcare Advisory Partners LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date: 1/2/2018 - 200 Hrs/Mth - 6 Hrs During Trading. I provide investment advisory services through Wealthcare Advisory Partners, an independent investment advisor firm. I started this business activity in 01/02/2018. I expect to spend approximately 200 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 02/06/2018- Wealthcare Advisory Partners - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date: 1/25/2018 - 160 Hrs/Mth - 160 Hrs During Trading. I provide investment advisory services through Wealthcare Management Services, an independent investment advisor firm. I started this business activity in 01/25/2018. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-15
• S63 Uniform Securities Agent State Law Examination
  1991-06-19