Lasalle Investment Advisors
46yrs
Top advisor by experience in Pewaukee
28yrs
David Retkowski is a fiduciary financial advisor in Pewaukee, Wisconsin, with 28 years in the industry. David joined Edward Jones in 2009, after nine years at Merrill. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 60 advisors with offices in Pewaukee, and one of 48 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 7% by experience at Edward Jones
Office161 W Wisconsin Ave Suite 2a, Pewaukee, WI 53072
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowEdward JonesCurrent firm
- 2000 – 2009MerrillPreviously
Contact David
Local office(262) 695-5308Ask for David. (314) 515-2000Main office · St. Louis, MO 161 W Wisconsin Ave Suite 2aPewaukee, WI 53072Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call David’s local office at (262) 695-5308 or the Edward Jones main office at (314) 515-2000, and ask for David Retkowski.
How long has David been a financial advisor?
David has been in the industry since 1998, about 28 years. Top 7% by experience at Edward Jones.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
JMG Financial Group
42yrs
Top advisor by experience at JMG Financial Group
Cambridge Investment Research Advisors
40yrs
Top 4% by experience in Wisconsin
Osaic Wealth
40yrs
Top 4% by experience in Wisconsin
Thrivent Investment Management
35yrs
Top 2% by experience at Thrivent Investment Management
Shakespeare Wealth Management
34yrs
Top advisor by experience at Shakespeare Wealth Management