Nicholas
Bakker
Lpl Financial LLC
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About this Advisor
Nicholas Bakker is a certified financial planner operating out of Grandville, Michigan who has 2 years of relevant experience. Bakker works at Lpl Financial LLC. During their career, the advisor has held roles at Jpmorgan Chase Bank, Jp Morgan Securities Inc, Waddell & Reed Inc, Various Insurance Carriers For W & R Insurnace Agencies, Alger Heights Business Association, Calvin College, Vertrouwen LLC, Grand Rapids Christian High School, Dutch Boy Properties LLC, Volunteers In Service, Brookside Church, Brookside Crc, Grandville Group LLC, Ncb Properties, LLC and Lpl Financial LLC. Bakker maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, Missouri, Nebraska, New Jersey, New Mexico, North Carolina, Ohio, South Carolina, Texas, Utah, Virginia, Washington and Wisconsin. Lpl Financial LLC is a financial advisory business based in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 financial advisors. It controls $368 billion in assets under management between its 1,688,501 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth individuals who have more than $1 million in assets. The business performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees largely depend on which services are provided. Fee types charged by Lpl Financial LLC can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Nicholas Bakker Work History
Nicholas has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Ncb Properties, LLC
Brookside Crc
Grandville Group LLC
Volunteers In Service
Brookside Church
Grand Rapids Christian High School
Vertrouwen LLC
Waddell & Reed Inc
Various Insurance Carriers For W & R Insurnace Agencies
Alger Heights Business Association
Calvin College
Jp Morgan Securities Inc
Jpmorgan Chase Bank
Dutch Boy Properties LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Bakker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Summit, NJ
Grayson, KY
Wenatchee, WA
Fort Myers, FL
Calabasas, CA
Chico, CA
Menomonee Falls, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.