Wealth Management Services, LLC

David Petoskey is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes multiple roles at LPL Financial and leadership positions at Wealthcare Advisory Partners and Wealth Management Services, LLC. He serves on the Financial Sustainability Committee for Bloomfield Township and is a notary. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, using a goals-based planning process supported by proprietary software and an evidence-based investment framework that incorporates behavioral economics.

Julie Keating is a financial advisor with Wealth Management Services, LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior roles include positions at Wealthcare Advisory Partners LLC and Integrated Wealth Concepts LLC. Outside of her advisory work, she is involved in a family business, Keating & Associates Corp. Wealth Management Services LLC provides fee-based financial planning and investment advisory consultation to individuals, trusts, estates, and charitable organizations. The firm focuses on written financial plans and time-limited consultations based on fundamental analysis and long-term asset allocation, with implementation typically handled by clients or through affiliated broker-dealer representatives.

Timothy Lata is a financial advisor with Wealth Management Services, LLC, holding the ChFC® designation and Series 63 license, and has 33 years of industry experience. His career includes roles at LPL Financial and Securities America Advisors, among others. Wealth Management Services LLC provides fee-based financial planning and investment advisory consultation primarily through written plans and time-limited consultations, serving individuals, trusts, estates, and charitable organizations. The firm’s approach is based on fundamental analysis and long-term asset allocation, with a focus on tailored recommendations without managing client assets directly.