Michael David Woodman
Investment adviser representative at Northeast Planning Associates, Inc.
19 yearsExperience
1 stateRegistered in
ChFC®Designation
$414MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Northeast Planning Associates, Inc.May 2022 to now
- LPL Financial, LLCMay 2022 to now
- Kovack Advisors, Inc.Feb 2007 to May 2022
- Kovack Securities, Inc.Feb 2007 to May 2022
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (MA).
Northeast Planning Associates, Inc.
$414MAssets managed
959Clients
74Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1941816
- Firm CRD
- 131406