Robert Kratzer Everett

Employer firm

Northeast Planning Associates, Inc. CRD 131406

$414M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2010 → Present
  Lpl Finacial Llc
  Cambridge, MA
• 03/2010 → Present
  Northeast Planning Associates, Inc.
  Cambridge, MA

Other Businesses

(1) 12/20/2011: Northeast Planning Associates, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (2) 08/30/2016: Northeast Planning Associates - Registered Investment Advisor DBA - DBA: (FP) Northeast Planning Associates - Investment Related - At Reported Business Location(s) - 1% Time Spent - I provide financial planning and consulting services through Northeast Planning Associates, an independent investment advisor firm. I started this business activity in March 2010 . I expect to spend approximately 8 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. (3) 10/26/2016: No Business Name - Author - Investment Related - 1775 Massachusetts Ave. #5, Cambridge, MA 02140 - Start 10/30/2016 - 3 Hr/Mo; 2 Hour(s) During Securities Trading - Sales through Amazon.

Exams

• S66 Uniform Combined State Law Examination
  2010-05-18
• S63 Uniform Securities Agent State Law Examination
  2003-01-21