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Our Qualifications

Jeffrey D. Roe, CPFA has been registered with LPL Financial since September 2009. Jeffrey holds the General Securities Series 7 and Uniform Combined State Law Series 66 registrations with LPL Financial. In addition, Jeffrey is a Licensed Resident Producer of Accident, Health, Life and Variable Annuities with the State of Michigan, License #0411081.

Jeffrey has achieved his The Certified Plan Fiduciary Advisor (CPFA) designation, which is issued by National Association of Plan Advisors (NAPA).  Jeffrey uses this knowledge to assist business owners and plan sponsors in reviewing their 401(k) fiduciary responsibilities. 

Prior to Jeffrey's career in Financial Services, he attended and graduated from Northern Michigan University with a Bachelor's degree in Finance.

Northern Michigan University's College of Business is AACSB Accredited.