Unclaimed Profile

Michael John Hartman

NORTHEAST PLANNING ASSOCIATES, INC.·BEDFORD, New Hampshire

SIE, Series 6, Series 7, Series 24, Series 63Clean record26 years registeredNORTHEAST PLANNING ASSOCIATES, INC.

43 CONSTITUTION DRIVE, BEDFORD, NH 03110CRD# 2048316Firm CRD# 131406

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael John Hartman · BEDFORD, NH

Registration

CRD #2048316 · NORTHEAST PLANNING ASSOCIATES, INC. · 26 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jul 2007 – present

NORTHEAST PLANNING ASSOCIATES, INC.

Nov 2004 – present

MUTUAL SERVICE CORPORATION

Mar 2004 – Nov 2004

BEDFORD, NH

VERAVEST INVESTMENT ADVISORS, INC.

Apr 2000 – Dec 2003

BEDFORD, NH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · April 26, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHEAST PLANNING ASSOCIATES, INC.

CRD 131406 · SEC 801-110475

AUM

$301M

Regulatory assets under management

Employees

122

1,318 client accounts

Services offered by NORTHEAST PLANNING ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NORTHEAST PLANNING ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Michael John Hartman offer?

Michael John Hartman specializes in Financial Planning, Investment Management. Contact their office in BEDFORD, New Hampshire for a consultation.

What are Michael John Hartman's credentials?

Michael John Hartman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael John Hartman located?

Michael John Hartman is based in BEDFORD, New Hampshire, working with NORTHEAST PLANNING ASSOCIATES, INC.. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.

How does Michael John Hartman charge for services?

Michael John Hartman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHEAST PLANNING ASSOCIATES, INC.?

NORTHEAST PLANNING ASSOCIATES, INC. has approximately 122 employees and manages $301M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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