Gerry S Weidema

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

• 11/2003 → 01/2018
  Northeast Planning Associates, Inc.
  Newington, NH
• 07/2007 → Present
  Lpl Financial, Llc
  Portsmouth, NH

Previous Registrations

• 2004-09-23 → 2017-04-04
  Northeast Planning Associates, Inc.
  Bedford, NH
  Hampton, NH
  Bedford, NH
• 2003-11-21 → 2004-10-12
  Mutual Service Corporation
  Bedford, NH
  Hampton, NH
• 2003-09-11 → 2003-11-13
  Veravest Investment Advisors, Inc.
  Hampton, NH

Other Businesses

1. 07/25/2007: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 5% OF TIME SPENT - LIFE, HEALTH, LTC, AND GROUP 2. 03/19/2008: NO BUSINESS NAME - INV REL - NON-VARIABLE INSURANCE - 1% OF TIME SPENT - INDEPENDENT INSURANCE AGENCY SELLING FIXED INSURANCE PRODUCT 3. 09/17/2025 - Northeast Planning Associates, Inc. - DBA for LPL Business (entity for LPL business) - Inv rel - At reported business location(s) - STart date: 09/16/2025 - 0hrs/mnth 0hrs during Trading

Exams

• S66 Uniform Combined State Law Examination
  2003-07-11

Other Names

• Gerry Weidema