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Benjamin Craig Anderson

Captrust Financial Advisors

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About Benjamin Craig Anderson

Benjamin Craig Anderson is a financial advisor with Captrust Financial Advisors. Benjamin holds Series 6, Series 63, Series 65, and SIE licenses and has over 4 years of experience in the financial services industry. Prior to joining Captrust Financial Advisors, Benjamin worked at J.P. Morgan Securities LLC. Benjamin provides financial planning, pension consulting, and portfolio management for individuals, businesses, and corporations. Benjamin is registered to provide investment advice in Michigan and Texas.

Firm Information

Benjamin Anderson is currently registered with Captrust Financial Advisors. Captrust Financial Advisors is an investment advisory firm based in HOLLAND, MI. Founded in 2000, they provide financial planning, pension consulting, and portfolio management services to individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They manage approximately $1.71 billion in assets.
Captrust Financial Advisors

85 E 8TH STREET

HOLLAND, MI 49423

$1.70B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Anderson’s Registration & Firm History

MI

01/12/2021 - Present

Captrust Financial Advisors (HOLLAND MI)

MI

01/04/2017 - 06/24/2020

J.P. MORGAN SECURITIES LLC (EAST GRAND RAPIDS MI)

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Licenses & Designations

IA

Issued 10/14/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/31/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/04/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Craig Anderson.
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