Unclaimed
Jonathan Kuiter is a financial advisor registered with LPL Financial LLC in Denver, Colorado. Jonathan has been in the industry since 2019, and has a Series 7TO, Series 66 and SIE. Jonathan offers a variety of services to clients, including financial planning, portfolio management, and pension consulting. Jonathan is also registered as an Investment Advisor Representative in Colorado. Jonathan is a sole owner of Kuiter Performance LLC, a non-investment related gym, which was established in 2019. Jonathan is also a sole owner of Brown & Company. Inc. DBA for LPL Business (entity for LPL business), which was established in 2023.
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.
1
2
CO
10/31/2023 - Present
LPL Financial LLC (DENVER CO)
BOTH
Issued 10/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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