Benjamin Craig Anderson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2016 → 06/2020
  Jp Morgan Securities Llc
  Farmington, MI
• 11/2016 → 06/2020
  Jpmorgan Chase Bank
  Farmington, MI
• 12/2015 → 11/2016
  Unemployed
  Ann Arbor, MI
• 07/2020 → 10/2025
  Well Done, Llc Dba Captrust Wealth Advisors
  Holland, MI
• 10/2025 → Present
  Well Done, Llc Dba Captrust Wealth Advisors
  Holland, MI

Other Businesses

1) Insurance Sales; same address; Non-investment related; Approximately 1 hour per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-14
• S63 Uniform Securities Agent State Law Examination
  2017-01-31

Designations

• Certified Financial Planner

Other Names

• Ben Anderson
• Benjamin Craig Anderson
• Benjamin Anderson