Grandville, MI Chicago Dr. SW 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
3900 Chicago Dr. SW
Grandville MI 49418
Advisors at this office
6
Advisors at this office
Phillip V
Series 66
Grandville, MI
LPL Financial
Phillip Veenstra is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and previously worked at Royal Alliance Associates, Signator Investors, and Royal Securities Co. Phillip is involved with PMV, LLC, a business entity for tax and investment purposes. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.
David M
Series 63, Series 65
Grandville, MI
LPL Financial
David Moelker is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior experience includes roles at Royal Alliance Associates, Signator Investors, and Royal Securities Company. Moelker is the owner of David Moelker LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary portfolio management supported by in-house research and third-party subadvisors.
Austin S
Series 66
Grandville, MI
LPL Financial
Austin Smith is a Series 66-licensed advisor with LPL Financial, where he has been working since 2023. He has two years of industry experience, including prior roles outside the financial sector. In addition to his advisory work, he is involved with D's Auto and Truck Repair, a non-investment related, home-based business. LPL Financial is a national SEC-registered firm serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various investment management tools.
Joshua G
Series 66
Grandville, MI
LPL Financial
Joshua Geerts is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Royal Alliance. Outside of his advisory career, he has been a part-time employee at The Outdoorsmen Pro Shop since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Jacob T
Series 63, Series 66
Grandville, MI
LPL Financial
Jacob Tuinstra is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Royal Alliance Associates, Inc., Signator Investors Inc., and Royal Securities Co. Tuinstra serves as treasurer and director of the Doris Tuinstra Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research and model portfolios.
Daniel K
Series 66
Grandville, MI
LPL Financial
Daniel Kalsbeek is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Royal Alliance Associates, INC., Sii, and Royal Securities Company. Outside of his advisory role, he serves as a transportation supervisor for a private school. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.
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