Unclaimed Profile

Dirk Alan Zwiep

WELL DONE, LLC·HOLLAND, Michigan

SIE, Series 7, Series 63, Series 65Clean record24 years registeredWELL 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 · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WELL DONE, LLC

CAPTRUST FINANCIAL ADVISORS

May 2015 – Jan 2023

HOLLAND, MI

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Jun 2002 – Apr 2015

HOLLAND, MI

CAPTRUST FINANCIAL ADVISORS

Apr 2002 – Jun 2002

HOLLAND, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · April 3, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WELL DONE, LLC

CRD 173736 · SEC 801-80687

AUM

$1.7B

Regulatory assets under management

Employees

2,850 client accounts

Services offered by WELL DONE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WELL DONE, LLC →

Introduction

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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.

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, last registered with WELL DONE, LLC.

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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