Nicholas Bakker (CRD# 5801824) is an Investment Advisor Representative working at Lpl Financial LLC in Grandville, MI and has over 11 years of experience in the finance industry. Nicholas Bakker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Grandville, MI | Jul 2021 - Current | 2 |
Ncb Properties, LLC | Grandville, MI | Mar 2021 - Jul 2021 | < 1 |
Grandville Group LLC | Grandville, MI | Aug 2017 - Jul 2021 | 3 |
Brookside Crc | Grand Rapids, MI | Jan 2017 - Jul 2021 | 4 |
Grand Rapids Christian High School | Grand Rapids, MI | Jan 2015 - Jul 2021 | 6 |
Waddell & Reed Inc. | Grand Rapids, MI | Jul 2013 - Jul 2021 | 8 |
Various Insurance Carriers For W & R Insurnace Agencies | Grandville, MI | Jul 2013 - Jul 2021 | 8 |
Brookside Church | Grand Rapids, MI | May 2016 - May 2019 | 3 |
Volunteers In Service | Grand Rapids, MI | Jan 2016 - Dec 2018 | 2 |
Vertrouwen LLC | Grand Rapids, MI | Feb 2014 - Dec 2017 | 3 |
Calvin College | Grand Rapids, MI | Oct 2013 - Aug 2017 | 3 |
Alger Heights Business Association | Grand Rapids, MI | Dec 2013 - Jan 2017 | 3 |
Dutch Boy Properties LLC | Grand Rapids, MI | Nov 2011 - Oct 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2012 |
S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
- MI
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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