Troy Conner Veldkamp
Investment adviser representative at Captrust Wealth Advisors
16 yearsExperience
1 stateRegistered in
$2BFirm assets
11 yearsFirm in business
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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
16 years in the industry.
- Captrust Wealth AdvisorsSep 2026 to now
- Well Done, LLC Dab Captrust Wealth AdvisorsJun 2026 to now
- UnemployedDec 2025 to May 2026
- Care Fusion RxMar 2025 to Nov 2025
- Pantherx Rare PharmacyApr 2023 to Jan 2025
- OptumJun 2020 to Mar 2023
- Diplomat Speciality PharmacySep 2010 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8303009
- Firm CRD
- 173736