Joseph
Klunder
Centennial Securities Company, Inc
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About this Advisor
Joseph Klunder is a financial advisor working in Jenison, Michigan with 1 year of industry experience. Klunder is an advisor for Centennial Securities Company, Inc. Throughout their career, they have worked at Grand Valley State University, Calvin Christian High School, Masterpiece Flower Company and Northwestern Mutual. Klunder has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Michigan. Centennial Securities Company, Inc is a registered investment business operating out of Grand Rapids, MI. It has offices in four locations and a total of 40 employees. It has $945 million in assets among its 3,230 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm advises 15 charitable organizations. Of its 3,230 accounts, 17% belong to high-net-worth investors who have more than $1 million in assets. Centennial Securities Company, Inc offers a broad range of services, including 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. Fees for financial advisory services largely are based on which service is provided. Fee types charged by Centennial Securities Company, Inc likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centennial Securities Company, Inc Brokerage Details
$944,792,875
40
3,230
$292,506
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
Joseph Klunder Work History
Joseph has been registered as a financial advisor for 1 years.*
Grand Valley State University
Northwestern Mutual
Masterpiece Flower Company
Calvin Christian High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph 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
Grand Rapids, MI
Jenison, MI
Grand Rapids, MI
Grand Rapids, MI
Chicago, IL
Grand Rapids, MI
Grand Rapids, MI
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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