![Dirk Alan Zwiep](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profiel
Dirk Alan Zwiep worked as a Principal at Wells Fargo Advisors Financial Network LLC from 2009 to 2015.
He then worked as an Advisor at Well Done LLC from 2021 to 2023.
Zwiep received his undergraduate degree from Calvin University.
Eerdere bekende functies van Dirk Alan Zwiep
Bedrijven | Functie | Einde |
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Well Done LLC
![]() Well Done LLC Investment ManagersFinance Well Done LLC, doing business as CapTrust Financial Advisors (CapTrust), is an independent, SEC-registered investment adviser headquartered in Holland, Michigan. The firm was founded by Bruce H. Johnson in 2004. CapTrust provides private wealth planning and investment management and consulting to individuals and families, and institutional consulting services to nonprofits, foundations, endowments and family offices. | Chief Investment Officer | 01-01-2021 |
Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Corporate Officer/Principal | 01-03-2015 |
Opleiding van Dirk Alan Zwiep
Calvin University | Undergraduate Degree |
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Bedrijven in privébezit | 2 |
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Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Finance |
Well Done LLC
![]() Well Done LLC Investment ManagersFinance Well Done LLC, doing business as CapTrust Financial Advisors (CapTrust), is an independent, SEC-registered investment adviser headquartered in Holland, Michigan. The firm was founded by Bruce H. Johnson in 2004. CapTrust provides private wealth planning and investment management and consulting to individuals and families, and institutional consulting services to nonprofits, foundations, endowments and family offices. | Finance |