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Nathan B

Series 66

Grand Rapids, MI

LPL Financial

Nathan Boonstra is a financial advisor with LPL Financial in Grand Rapids, MI, holding a Series 66 credential and 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked five years with Securities America Advisors and Securities America Inc. Outside of his advisory role, he has interests in firearms retail through Five Lakes Firearms LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, utilizing model portfolios and research from multiple sources across discretionary and non-discretionary management platforms.

College savings (529s, UTMA, etc.)
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Tanya H

Series 66

Grand Rapids, MI

LPL Financial

Tanya Hawley is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. She previously worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC from 2009 to 2020. Outside of her advisory role, she is involved with Mosaic Ventures, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Matthew S

Series 63, Series 66

Grand Rapids, MI

LPL Financial

Matthew Sernau is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has worked previously at Securities America Advisors, Securities America, Inc., and Lake Michigan Credit Union. Outside of advisory work, he is involved in an online retail business, Five Lakes Firearms LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Jonathan H

CFP®, Series 66

Grand Rapids, MI

LPL Financial

Jonathan Hayes is a CFP®-credentialed financial advisor with 18 years of industry experience. He currently serves at LPL Financial and has previously worked at Securities America Advisors and Fifth Third Securities. Outside of his advisory role, he is involved with Mosaic Ventures, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Randall M

CFP®, Series 63

Grand Rapids, MI

LPL Financial

Randall Murphy is a financial advisor at LPL Financial with 19 years of industry experience. He holds the CFP® and Series 63 designations. His prior roles include positions at TurboTax - Intuit and Cetera Financial Specialists LLC, among others. He also operates a tax preparation and accounting service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing diversified investment strategies supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Ryan M

Series 66

Grand Rapids, MI

LPL Financial

Ryan Mabie is a financial advisor with LPL Financial in Grand Rapids, Michigan, holding the Series 66 designation and 24 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2009 to 2020. Mabie is involved with several business entities related to both investment and non-investment activities, including Mosaic Wealth Management and Mosaic Ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing discretionary and non-discretionary management strategies supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Carol D

Series 63, Series 65

Grand Rapids, MI

LPL Financial

Carol Dehen is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 35 years of industry experience. She has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2007. Outside of her advisory role, Dehen is involved in a non-investment related business entity for tax and investment purposes. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Corey B

Series 66

Grand Rapids, MI

LPL Financial

Corey Baker is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has previously worked at VALIC Financial Advisors and Agia. In addition to his advisory role, he is a business owner of CK&A Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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