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David Retkowski, Financial Advisor

FINANCIAL ADVISOR
David M Retkowski

AAMS™
161 W Wisconsin Ave Ste 2a, Pewaukee, WI 53072opens in a new window
Accepting New Clients
Serving clients with $2,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Employee Stock Options

About David

There’s an advantage to working with a financial advisor who knows you – and your financial goals.

Our Lake Country team takes a consultative approach to your financial needs. Working together, we assess your financial picture and introduce the most appropriate strategies to help meet your needs and goals. Backing up our personal service is a Fortune 500 company with industry-leading expertise and advanced technology.* We use these resources to develop the best strategy for you.

I have been in the investment industry since 1998, having started with Merrill Lynch as a certified financial manager. In 2009, I joined...

Work History

  • Edward JonesMarch 2009 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Hunting
  • Football

Team Members

  • Julie Leis
    Sr. Branch Office Administrator
  • Sheena Williams
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 03:30PM
Tue 07:30AM - 03:30PM
Wed 07:30AM - 03:30PM
Thu 07:30AM - 03:30PM
Fri 07:30AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(262) 695-5308

Fax

(888) 260-7875

Office Address

161 W Wisconsin Ave Ste 2a
Pewaukee, WI 53072opens in a new window

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