Unclaimed Profile

Scott Jonathan Demaagd

WELL DONE, LLC·HOLLAND, Michigan

Series 65Clean record10 years registeredWELL DONE, LLC

85 E 8TH STREET, HOLLAND, MI 49423CRD# 6548250Firm CRD# 173736

Profile Verification

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

Identity

Scott Jonathan Demaagd · HOLLAND, MI

Registration

CRD #6548250 · WELL DONE, LLC · 10 years registered

Brand Profile

Not yet started

Career History

CAPTRUST WEALTH ADVISORS

Sep 2015 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 14, 2015

Years registered · 10

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 Scott Jonathan Demaagd offer?

Scott Jonathan Demaagd specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLLAND, Michigan for a consultation.

What are Scott Jonathan Demaagd's credentials?

Scott Jonathan Demaagd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Jonathan Demaagd located?

Scott Jonathan Demaagd is based in HOLLAND, Michigan, working with WELL DONE, LLC. Their office serves clients in the HOLLAND metropolitan area and surrounding communities.

How does Scott Jonathan Demaagd charge for services?

Scott Jonathan Demaagd'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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