DV
Dean Vanderzee
BRANCH CAPITAL MANAGEMENT
Holland, MI 49423
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CRD#: 7685429
DV
Professional summary
Dean Vanderzee is a registered financial advisor currently at BRANCH CAPITAL MANAGEMENT located in Holland, Michigan.
Dean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Dean has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
VANDERZEE, LLC; INVESTMENT RELATED; HOLLAND, MI; OWNER/ACCOUNTANT; TIME SPENT: 160 HRS/MONTH DURING TRADING HOURS; PROVIDES TAX AND ACCOUNTING SERVICES. EIGHT BOYS INVESTMENTS LLC; NON-INVESTMENT RELATED; HOLLAND, MI; MEMBER; 1 HR/MONTH DURING TRADING HOURS; RENTAL PROPERTY WHICH HE MANAGES.
CRS (Client Relationship Summary) - RIA
Click below to view Dean Vanderzee's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 11, 2023 - Present
BRANCH CAPITAL MANAGEMENT
Office #1: 17 W. 10th Street Suite 160, Holland, MI 49423RIA
CRD#: 281681
Holland, MI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(1/11/2023)
Current Firm
BC
BRANCH CAPITAL MANAGEMENT
BRANCH CAPITAL MANAGEMENT | BRANCH CAPITAL MANAGEMENT LLC
CRD#: 281681 / SEC#:
Michigan
Registered Investment Advisory firm - (11/3/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
17 W. 10th Street Suite 160, Holland, MI 49423
Mailing Address
Phone number
(616) 392-1389
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 236 |
| AUM (Assets Under Management) | $ 67,173,435 |
Red Flags
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