Kerst Philippe Ter Weele

Current Employers

Bookends Financial Planning

7320 Us 31 S, Indianapolis, IN 46227 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2023-09-22

VA RA
APPROVED

Since 2023-09-22

Branch Locations

Rixeyville, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Rixeyville	VA	10/2007	09/2023
Bookends Financial Planning	Rixeyville	VA	09/2023	Present

10/2007 → 09/2023

Lpl Financial Llc

Rixeyville, VA
09/2023 → Present

Bookends Financial Planning

Rixeyville, VA

Previous Registrations

2007-10-25 → 2023-09-26

Lpl Financial Llc

Rixeyville, VA

Fort Mill, SC

Rixeyville, VA
2006-05-08 → 2007-10-23

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC
2003-07-30 → 2006-05-04

Raymond James & Associates, Inc.

Washington , DC

Other Businesses

(1) 10/19/2007: NO BUSINESS NAME - CATTLE BUSINESS - 1% OF TIME SPENT - PURCHASE CATTLE WITH A LOCAL FARMER (2) 06/02/2011: NO BUSINESS NAME - NOT INV REL - FARM - NO TIME SPENT - PARTNER (3) 04/29/2015: CARACOLE LLC - INV REL - REAL ESTATE RENTAL - START 02/01/2015 - NO TIME SPENT - PASSIVE CO-OWNER (4) 09/21/2023: WETZEL INVESTMENT ADVISORS, INC. (dba BOOKENDS FINANCIAL PLANNING) - INDEPENDENT CONTRACTOR

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-03-25

S66 Uniform Combined State Law Examination

2003-03-25

View on SEC IAPD