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Shanon Jean Tate

Captrust Wealth Advisors

Holland, MI

CRD 4967366

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Employer firm

Captrust Wealth Advisors CRD 173736

$2.00B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Captrust Wealth Advisors

85 E 8Th Street Suite 150, Holland, MI 49423 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2015-05-13
  • MI RA
    APPROVED
    Since 2015-05-13

Branch Locations

85 E 8Th Street Suite 150, Holland, MI 49423 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Captrust Wealth Advisors Holland MI 03/2015 11/2019
Captrust Wealth Advisors Holland MI 11/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-16
  • S66 Uniform Combined State Law Examination
    2006-06-16

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
EDWARD JONES
CHARLES SCHWAB & CO., INC.

Nearby Investors

MICHAEL JON NAGELVOORT
Joseph Alan Meckley
Steve Lee Townsend

Nearby Offices

LPL FINANCIAL LLC · HOLLAND, MI
EDWARD JONES · HOLLAND, MI
CHARLES SCHWAB & CO., INC. · Holland, MI

More in Holland, MI

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