Stifel, Nicolaus &
47yrs
Top advisor by experience in Brookfield
10yrs
David Markiewicz
Financial advisor at LPL Financial
David Markiewicz is a fiduciary financial advisor in Brookfield, Wisconsin, with 10 years in the industry. After two years at BMO Harris Financial Advisors, David joined LPL Financial in 2021, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 494 advisors with offices in Brookfield, and one of 445 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office395 N Executive Dr, Brookfield, WI 53005
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
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
- 2021 – nowLPL Financial LLCCurrent firm
- 2018 – 2021BMO Harris Financial Advisors, Inc.Previously
Questions to ask David
Tailored to David’s registration and firm.
- 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?
- 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 LPL Financial at 704-733-3300 and ask for David Markiewicz. David works from the Brookfield, WI office.
How long has David been a financial advisor?
David has been in the industry since 2016, about 10 years. 10 years in the industry.
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?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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.
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