Jared Brant Koelker

Current Employers

Northeast Planning Associates, Inc.

43 Constitution Drive, Bedford, NH 03110 • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2026-03-16

NH RA
APPROVED

Since 2026-03-16

Branch Locations

466 Central Ave Ste 6, Dover, NH 03820 • United States

43 Constitution Drive, Bedford, NH 03110 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-05-12
NH	RA	APPROVED	2020-03-10

TX RA
APPROVED_RES

Since 2020-05-12
NH RA
APPROVED

Since 2020-03-10

Branch Locations

133 Brock St, Rochester, NH 03867 • United States

466 Central Ave Ste 6, Dover, NH 03820 • 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
Sagepoint Financial, Inc.	Dover	NH	06/2015	03/2020
Lpl Financial Llc	Dover	NH	03/2020	Present
Northeast Planning Associates, Inc.	Dover	NH	03/2026	Present

06/2015 → 03/2020

Sagepoint Financial, Inc.

Dover, NH
03/2020 → Present

Lpl Financial Llc

Dover, NH
03/2026 → Present

Northeast Planning Associates, Inc.

Dover, NH

Previous Registrations

2015-06-30 → 2020-03-12

Osaic Services, Inc.

Dover, NH
2012-11-21 → 2015-07-01

Questar Asset Management, Inc.

Minneapolis, MN

Dover, NH

Other Businesses

1.03/10/2020; Investment products and services are offered through LPL Financial LLC using the DBA/trade name THE BEACON RETIREMENT GROUP; Investment Related; at Reported Business Location(s); Start Date 02/06/2020; 160hrs/mth; 8hrs during trading 2.03/10/2020; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 06/01/2011; 8hrs/mth; 2hrs during trading 3.03/17/2026; (FP)Northeast Planning Associates, Inc.; Registered Investment Advisor; Investment Related; at Reported Business Location(s); Start Date 03/10/2026; 5hrs/mth; 1hrs during trading; I provide financial planning and consulting services through Northeast Planning Associates, Inc., an independent investment advisor firm. I started this business activity in 3/2026. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 4.06/24/2026; The Beacon Retirement Group; Insurance Agency; Investment Related; Dover,NH; Start Date 11/01/2011; 10hrs/mth; 8hrs during trading 5.08/07/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Northeast Planning Associates, Inc.; Investment Related; at Reported Business Location(s); Start Date 07/27/2026; 40hrs/mth; 40hrs during trading