Paul Bennet Ondersma

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2005 → Present
  Variable Concepts
  Grand Rapids, MI
• 08/2005 → 07/2025
  Cadaret, Grant & Co., Inc.
  Grand Rapids, MI
• 07/2025 → Present
  Lpl Financial Llc
  Grand Rapids, MI

Previous Registrations

• 2010-07-07 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Grand Rapids, MI
  Grand Rapids, MI

Other Businesses

1- 07/2025 - Variable Concepts - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/02/2005 - 160 hours per month/ during trading 2- 07/2025 - Insurance Sales - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/01/1999 - 2 hours per month/ during trading 3- 07/2025 - Great Lakes Surfacing DBA Riverock Surfacing - Business Owner - Not Investment Related - Jenison, MI - Start Date 06/15/2016 - 10 hours per month/ 2 hours during trading 4- 07/2025 - 3416Busch LLC - Real Estate Rental - Owner - Investment Related - Grandville, MI - Start Date 06/15/2016 - 1 hour per month/ 0 hours during trading 5- 07/2025 - Variable Concepts - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 01/01/2015 - 10 hours per month/ 2 hours during trading 6- 07/2025 - Real Estate Rental - Owner - Investment Related - Holland, MI - Start Date 05/01/2010 - 1 hour per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-09
• S63 Uniform Securities Agent State Law Examination
  1998-10-22