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Timothy W

Series 63, Series 66

Grandville, MI

LPL Financial

Timothy Weir is a financial advisor with LPL Financial in Grandville, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior experience includes roles at Waddell & Reed, Bronx Brothers LLC, and operating the Grandville Group LLC. Outside of his advisory work, he was involved with High Pointe Community Church for several years. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and extensive operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Todd O

Series 63, Series 65

Grandville, MI

LPL Financial

Todd Overbeek is a financial advisor with LPL Financial in Grandville, MI, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Woodbury Financial Services for one year. Overbeek is also the owner of Preferred Resource Solutions, LLC, a third-party administrator that assists plan sponsors with plan design and employee communication. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, third-party asset management, and institutional platforms, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Alexander O

Series 63, Series 65

Grandville, MI

LPL Financial

Alexander Overbeek is a financial advisor with LPL Financial in Grandville, MI, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Robert W. Baird and Co. Incorporated from 2016 to 2020 before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes various research and technology tools to support its platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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William P

Series 66

Grandville, MI

LPL Financial

William Postma is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked in various roles including at Calvin University since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Edward P

CFP®, Series 63, Series 65

Grandville, MI

LPL Financial

Edward Postma Jr. is a financial advisor with LPL Financial in Grandville, MI, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including roles at Waddell & Reed and Mission French Africa. He serves on a nonprofit board in Grand Rapids, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network with various investment programs and tools, overseeing more than $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Joshua O

Series 66

Grandville, MI

LPL Financial

Joshua Overbeek is a financial advisor at LPL Financial with five years of industry experience and holds the Series 66 designation. His prior roles include working at Provisio Retirement Partners and Davenport University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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