Edward John Postma
Investment adviser representative at LPL Financial LLC
32 yearsExperience
19 statesRegistered in
CFP® certificationDesignation
$819.1BFirm 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
- Seminars and workshops
Experience
32 years in the industry.
- LPL Financial LLCJul 2021 to now
- Mission French AfricaJan 2018 to Jul 2021
- 1300 Walker LLCSep 2017 to Jul 2021
- Grandville Group LLCAug 2017 to Jul 2021
- Fairway CrcJun 2016 to May 2019
- 30th Street LLCNov 2015 to Jul 2021
- Bronx Bombers & Co., LLCJan 2012 to Jul 2021
- Various Insurance Carriers for W & R Insurance AgenciesAug 1994 to Jul 2021
- Waddell & Reed, Inc.Apr 1994 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 19 states (CA, CO, FL, GA, IL, IN, MI, MO, NC, NE, NJ, NM, OH, SC, TX, UT, VA, WA, WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 2486100
- Firm CRD
- 6413