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WELL DONE, LLC
WELL DONE, LLC
CAPTRUST FINANCIAL ADVISORS
HOLLAND, Michigan
·
8 registered advisors
·
CRD# 173736
SEC# 801-80687
0
(616) 392-5332
01
Firm Overview
AUM
$1.7B
Regulatory assets under management
Employees
26
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WELL DONE, LLC
8 registered advisors
Brendon Bruce Johnson
HOLLAND, Michigan
CRD# 5305034
Brian Lee Vandenbrink
HOLLAND, Michigan
CRD# 2925812
Bruce Hilbert Johnson
HOLLAND, Michigan
CRD# 1067040
Bryan Paul Linn
HOLLAND, Michigan
CRD# 5901321
Dirk Alan Zwiep
HOLLAND, Michigan
CRD# 4038228
Rhonda Grace Carter
HOLLAND, Michigan
CRD# 5966272
Scott Jonathan Demaagd
HOLLAND, Michigan
CRD# 6548250
Shawn Dennis Pacanowski
HOLLAND, Michigan
CRD# 4770332
05
Office Locations
HOLLAND, Michigan
8 advisors
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Data sourced from SEC Form ADV filings. WELL DONE, LLC (CRD# 173736) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.