Nicholas Paul Bakker
Investment adviser representative at LPL Financial LLC
8 yearsExperience
2 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
8 years in the industry.
- LPL Financial LLCJul 2021 to now
- Ncb Properties, LLCMar 2021 to Jul 2021
- Grandville Group LLCAug 2017 to Jul 2021
- Brookside CrcJan 2017 to Jul 2021
- Brookside ChurchMay 2016 to May 2019
- Volunteers In ServiceJan 2016 to Dec 2018
- Grand Rapids Christian High SchoolJan 2015 to Jul 2021
- Vertrouwen LLCFeb 2014 to Dec 2017
- Alger Heights Business AssociationDec 2013 to Jan 2017
- Calvin CollegeOct 2013 to Aug 2017
- Various Insurance Carriers for W & R Insurnace AgenciesJul 2013 to Jul 2021
- Waddell & Reed IncJul 2013 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
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
- 5801824
- Firm CRD
- 6413