Grand Rapids, MI Ottawa Ave NW Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves individuals (including high‑net‑worth and non‑HNW clients), retirement plans and plan participants, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives (IARs). The firm offers financial planning, a variety of advisory programs (wrap, model and TAMP offerings), retirement plan consulting, 529 account management, and brokerage services, with program descriptions and client agreements provided through the IARs.
The firm provides both discretionary and non‑discretionary management across its programs and makes available model portfolios and research from LPL Research, third‑party subadvisors, and TAMP sponsors; LPL Research describes strategic (three‑ to five‑year) and tactical model approaches and supports diversified and alternative strategies. LPL also offers overlay portfolio management, direct indexing options, the Bank Wealth Program for institutional clients, and participant advice programs (IPA/OPA), and discloses use of technologies such as machine learning along with broad risk disclosures for many security types.
Compared with many peers, LPL’s brochure documents a substantial scope of non‑advisory product activity—an affiliated insurance agency (LPLIA) and continued insurance product sales by IARs, a collateralized lending program including LPL’s Secured Credit Account, and a credit‑card offering through a partner bank—alongside its advisory businesses. The brochure also discloses that LPL advertises performance results but does not present hypothetical performance, and it includes a summary of recent regulatory enforcement matters and remedial undertakings.
Based on LPL Financial
Location
161 Ottawa Ave NW, Suite 204
Grand Rapids MI 49503
Advisors at this office
3
Advisors at this office
Michael B
Series 63, Series 65, Series 66
Grand Rapids, MI
LPL Financial
Michael Beach is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is a notary public. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.
Paul O
Series 63, Series 65
Grand Rapids, MI
LPL Financial
Paul Ondersma is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. He has worked with LPL Financial since 2025 and previously spent two decades at Cadaret, Grant & Co., Inc. Ondersma is also the owner of Great Lakes Surfacing, a business unrelated to investment services. LPL Financial is a national firm serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing research and model portfolios to support discretionary and non-discretionary management.
Aaron P
ChFC®, Series 63
Grand Rapids, MI
LPL Financial
Aaron Pike is a financial advisor at LPL Financial with 35 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Variable Concepts since 1990. His background includes a long tenure at Cadaret, Grant & Co., Inc. Prior to joining LPL Financial in 2025, he worked extensively with Variable Concepts, where he has also been involved in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to research, model portfolios, and diversified strategies.
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