Captrust Financial Advisors

Captrust Financial Advisors (CRD# 173736) is a financial advisory firm headquartered in Holland, MI. They manage $887,549,734 in 1,758 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    888
    MILLION
  • Total Number of Accounts
    1,758
    ACCOUNTS
  • Average Account Value
    $504,863
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, LA, MI, NE, NH, TX

Financial Advisors at Captrust Financial Advisors
Showing 1 - 10 of 13 top financial advisors.
1
Bruce H. Johnson
CRD#: 1067040
85 E 8th Street, Suite 160, Holland, MI 49423
93
Wealthminder
score

Bruce Johnson (CRD# 1067040) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 35 years of experience in the finance industry.

2
Jason L. Kooyer
CRD#: 4332705
85 E 8th Street, Suite 160, Holland, MI 49423
93
Wealthminder
score

Jason Kooyer (CRD# 4332705) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 15 years of experience in the finance industry.

3
Shawn D. Pacanowski
CRD#: 4770332
85 E 8th Street, Suite 160, Holland, MI 49423
93
Wealthminder
score

Shawn Pacanowski (CRD# 4770332) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 12 years of experience in the finance industry.

4
Shanon J. Tate
CRD#: 4967366
85 E 8th Street, Suite 160, Holland, MI 49423
93
Wealthminder
score

Shanon Tate (CRD# 4967366) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 11 years of experience in the finance industry.

5
Ryan W. Tyler
CRD#: 5117205
85 E 8th Street, Suite 160, Holland, MI 49423
93
Wealthminder
score

Ryan Tyler (CRD# 5117205) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 10 years of experience in the finance industry.

6
Brian L. Vandenbrink
CRD#: 2925812
85 E 8th Street, Suite 160, Holland, MI 49423
93
Wealthminder
score

Brian Vandenbrink (CRD# 2925812) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 15 years of experience in the finance industry.

7
Dirk A. Zwiep
CRD#: 4038228
85 E 8th Street, Suite 160, Holland, MI 49423
93
Wealthminder
score

Dirk Zwiep (CRD# 4038228) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 17 years of experience in the finance industry.

8
Kristine Zylstra
CRD#: 1511517
85 E 8th Street, Suite 160, Holland, MI 49423
93
Wealthminder
score

Kristine Zylstra (CRD# 1511517) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 24 years of experience in the finance industry.

9
Calvin C. Chanski
CRD#: 5561009
85 E 8th Street, Suite 160, Holland, MI 49423
90
Wealthminder
score

Calvin Chanski (CRD# 5561009) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 6 years of experience in the finance industry.

10
Brendon B. Johnson
CRD#: 5305034
85 E 8th Street, Suite 160, Holland, MI 49423
90
Wealthminder
score

Brendon Johnson (CRD# 5305034) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 4 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.