David Retkowski, Financial Advisor located in Pewaukee, WI

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

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

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

Team Members

  • Vaughn Retkowski
    Associate Financial Advisor
  • Julie Leis
    Sr. Branch Office Administrator
  • Katie Krueger
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
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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