Benjamin Craig Anderson
Investment adviser representative at Captrust Wealth Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Captrust Wealth AdvisorsOct 2020 to now
- Well Done, LLC dba Captrust Wealth AdvisorsJul 2020 to now
- JP Morgan Securities LLCNov 2016 to Jun 2020
- JPMorgan Chase BankNov 2016 to Jun 2020
- UnemployedDec 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MI).
Captrust Wealth Advisors
Legal name: Well Done, LLC
$2BAssets managed
926Clients
20Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6734939
- Firm CRD
- 173736