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Dirk Alan Zwiep

WELL DONE, LLC·HOLLAND, Michigan
Unclaimed Profile
85 E 8TH STREET, HOLLAND, MI 49423CRD# 4038228Firm CRD# 173736
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WELL DONE, LLC
CAPTRUST FINANCIAL ADVISORS
AUM
$1.7B
Regulatory assets under management
Employees
26
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4038228
Firm CRD# 173736
No disclosures on file
View on FINRA BrokerCheck →

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05

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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