James
Klunder

Centennial Securities Company, Inc

CRD#1974282
Investment Advisor
in Grand Rapids, MI

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About this Advisor

James Klunder is a financial advisor based in Grand Rapids, Michigan, working with Centennial Securities Company, Inc. James has previously held a position at Centennial Securities Company, Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Michigan. Currently, James is part of Centennial Securities Company, Inc, which operates out of Grand Rapids, Michigan. The firm has 4 offices and 40 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Centennial Securities Company, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3075 Charlevoix Drive Se
Grand Rapids, MI 49546

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Centennial Securities Company, Inc Brokerage Details

Total Assets Under Management

$1,071,810,373

MI Average: $943,424,332
Total Number of Employees

40

MI Average: 21
Total Number of Accounts

3,513

MI Average: 1,586
Average Account Size

$305,098

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

James Klunder Work History

1996 - Present (28 years)

Centennial Securities Company, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of James Klunder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Centennial Securities Company Inc

Cornelius Boerkoel
Grand Rapids, MI
Dominic Niewald
Grand Rapids, MI
Jordan Powers
Grand Rapids, MI
Brett Kalsbeek
Grand Rapids, MI
Anne Petzold
Grand Rapids, MI
Constance Etter
Chicago, IL
Joseph Klunder
Jenison, MI
Melissa Moser
Grand Rapids, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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