Wealth Management Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealth Management Services LLC provides fee-based financial planning and investment advisory consultation to individuals, trusts, estates and charitable organizations. Although classified in the investment-manager category, the firm’s ADV discloses that it does not manage client assets and primarily delivers written financial plans and time-limited consultations rather than discretionary asset management.
The firm’s advice is grounded in fundamental analysis and a long-term asset allocation approach, with recommendations tailored after an interview-based assessment of goals, risk tolerance, time horizon and tax considerations. Engagements are delivered as one-time written plans or ongoing review arrangements, with implementation left to clients or carried out through the firm’s representatives in their separate capacities with an affiliated broker-dealer.
Noteworthy aspects include the firm’s use of flat-fee planning and hourly consultation billing rather than the percentage-of-assets-under-management model typical for investment-manager firms, and its explicit statement that it is not a pension consultant. The ADV also discloses that advisors are registered representatives of an unaffiliated broker-dealer and may implement recommendations through that relationship, and the firm does not take custody or exercise investment discretion for clients.
Client services
Expertise
Fee options
Separate commissions may be earned by representatives in their capacity as registered representatives or insurance agents, not offset against financial planning fees
Up to $200 per hour for Consultation Services
Minimum fee: Up to $7,500, negotiable based on client factors Fee-only: Financial Planning and Consultation fees only; no commissions on these services
Main office
42714 Woodward Ave, Ste. B
Bloomfield Hills MI 48304
Advisors at this office
3
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
David P
Series 63, Series 65
Bloomfield Hills, MI
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 K
Series 63, Series 65
Bloomfield Hills, MI
Wealth Management Services, LLC
Julie Keating is a financial advisor with Wealth Management Services, LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her prior roles include positions at Wealthcare Advisory Partners LLC and Integrated Wealth Concepts LLC. Outside of advisory work, she is involved in a family business, Keating & Associates Corp. Wealth Management Services, LLC offers fee-based financial planning and investment advisory consultations to individuals, trusts, estates, and charitable organizations. The firm provides written financial plans and time-limited consultations based on fundamental analysis and long-term asset allocation, with implementation handled by clients or through affiliated broker-dealer relationships.
Timothy L
ChFC®, Series 63
Bloomfield Hills, MI
Wealth Management Services, LLC
Timothy Lata is a financial advisor with Wealth Management Services, LLC, holding the ChFC® designation and a Series 63 license, and has 33 years of industry experience. His career includes roles at LPL Financial and Wealthcare Advisory Partners LLC. Wealth Management Services LLC provides fee-based financial planning and investment advisory consultation for individuals, trusts, estates, and charitable organizations. The firm focuses on written financial plans and time-limited consultations, using fundamental analysis and a long-term asset allocation approach tailored to clients' goals, risk tolerance, and tax considerations.
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