Unclaimed Profile

Dirk Alan Zwiep

WELL DONE, LLC·HOLLAND, Michigan

Clean recordWELL DONE, LLC

85 E 8TH STREET, HOLLAND, MI 49423CRD# 4038228Firm CRD# 173736

Profile Verification

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

Identity

Dirk Alan Zwiep · HOLLAND, MI

Registration

CRD #4038228 · WELL DONE, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dirk Alan Zwiep is a registered financial advisor based in HOLLAND, Michigan, affiliated with WELL DONE, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WELL DONE, LLC

CAPTRUST FINANCIAL ADVISORS

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4038228

Firm CRD# 173736

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Frequently Asked Questions

What services does Dirk Alan Zwiep offer?

Dirk Alan Zwiep specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLLAND, Michigan for a consultation.

What are Dirk Alan Zwiep's credentials?

Dirk Alan Zwiep is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dirk Alan Zwiep located?

Dirk Alan Zwiep is based in HOLLAND, Michigan, working with WELL DONE, LLC. Their office serves clients in the HOLLAND metropolitan area and surrounding communities.

How does Dirk Alan Zwiep charge for services?

Dirk Alan Zwiep's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WELL DONE, LLC?

WELL DONE, LLC has approximately 26 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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