Timothy Brisson has been an investment adviser representative at Northeast Planning Associates since November 2004, and is not listed among the firm’s executive officers or direct owners. Timothy Brisson holds a B.S. in Business Administration with a concentration in Finance and Marketing from the University of Vermont.
Northeast Planning Associates, Inc. is a Bedford, NH firm with $414M under management, 959 clients and 69 advisers across 36 offices, as of its May 2026 filing.
Timothy Brisson is with Northeast Planning Associates, Inc., based in Burlington, VT. He began his career in 1989 as an associate of the firm and provides comprehensive financial planning on a fee basis. He has advised individuals and large corporations, with experience in retirement planning, investment planning, college funding and estate planning.
Timothy Brisson’s longest registration is the current one, 21 years at Northeast Planning Associates since 2004. Before joining Northeast Planning Associates in 2004, Timothy Brisson was registered through Mutual Service Corporation and Veravest Investment Advisors, Inc.
- LPL Financial LLCAlso current– present · 19 yearsBurlington, VT · Adviser representative · Firm CRD 6413
- – present · 21 yearsBurlington, VT · Adviser representative · Firm CRD 131406
- Mutual Service Corporation– · under a yearMilton, VT · Adviser representative · Firm CRD 4806
- Veravest Investment Advisors, Inc.– · 6 yearsBedford, NH · Adviser representative · Firm CRD 105796
Designations and memberships
Listed by Northeast Planning Associates
- Certified Annuity Specialist (CAS)
- Certified Fund Specialist (CFS)
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- Life Underwriter Training Council Fellow (LUTCF)
Investment adviser representative registrations
Timothy Brisson is registered as an investment adviser representative in 2 states. The first approvals date from November 2004; the most recent is Texas, in December 2020.
- TexasSince 9 December 2020
- VermontSince 24 November 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 13 June 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 April 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 September 1989 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 March 1989 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Timothy John Brisson
- CRD
- 1924566
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- Burlington, VT
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1989
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- brissonwealthplanning.com
Where does Timothy Brisson work?
Timothy Brisson is an investment adviser representative registered through Northeast Planning Associates, Inc. since November 2004, and is not listed among the firm’s executive officers or direct owners.
Is Timothy Brisson a financial advisor?
Yes. Timothy Brisson has a current investment-adviser registration in Texas and Vermont, through Northeast Planning Associates since November 2004.
How many years of experience does Timothy Brisson have?
Timothy Brisson has 37 years in the financial industry, since May 1989, across 4 adviser firms.
What exams has Timothy Brisson passed?
Timothy Brisson has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in March 1989. FINRA credited Timothy Brisson with the SIE, which began in October 2018.
Where did Timothy Brisson work before Northeast Planning Associates?
Before Northeast Planning Associates, Timothy Brisson was registered through Mutual Service Corporation, December 2003 to November 2004; Veravest Investment Advisors, Inc., June 1997 to December 2003.
Where is Timothy Brisson based?
Timothy Brisson’s registered office is in Burlington, VT.
Is Timothy Brisson registered with FINRA?
Yes. Timothy Brisson has a current broker registration, under CRD 1924566.
Source: FINRA BrokerCheck
How can I verify Timothy Brisson’s record?
Search CRD 1924566 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Timothy Brisson’s full registration record.
