Nick Bakker
Wealth Advisor at Plan It Financial Group
Based in Grand Rapids, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Grand Rapids
Industry
—
Company size
3
Contact information
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n•••••••@planitfg.com
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Background
About Nick Bakker
When partnering together with clients, I start by taking the time to discuss their goals, resources, and timeline. Then, my team and I can build a custom financial plan that provides the tools, resources, and financial coaching that clients need to work toward making their goals a reality. My approach centers around the concept of stewardship, which involves designing strategies to help clients optimize the way they steward their financial resources. Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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