Unclaimed
Dean Richard Weerstra is an advisor registered with LPL Financial LLC. Dean has been in the industry since 1997 and is registered in 15 states. Dean has held previous positions at Ameriprise Financial Services, LLC, Cetera Advisors LLC, SII Investments, Inc., Primevest Financial Services, Inc., and Northwestern Mutual Investment Services, Inc. Dean holds a Series 6, 7, 24, 63, and 65 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
01/24/2025 - Present
LPL Financial LLC (HUDSONVILLE MI)
MI
09/11/2015 - 11/13/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Holland MI)
MI
05/28/2010 - 09/14/2015
CETERA ADVISORS LLC (HOLLAND MI)
MI
03/29/2006 - 05/28/2010
SII INVESTMENTS, INC. (ZEELAND MI)
MN
05/13/1998 - 03/06/2006
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
WI
06/27/1997 - 06/09/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
06/27/1997 - 06/09/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 06/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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