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Jack Calvin Klunder

Centennial Wealth Advisory, LLC

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About Jack Calvin Klunder

Jack Calvin Klunder is a registered investment advisor representative with Centennial Wealth Advisory, LLC. Jack is licensed to provide investment advice in Michigan. Jack has been in the financial services industry since June 2018 and has experience in various financial fields. Jack's investment advisory firm, Centennial Wealth Advisory, LLC, is based in Traverse City, MI. Jack focuses on providing investment advice to individuals and high-net-worth individuals. The firm provides portfolio management for individuals, selection of other advisors, and financial planning.

Firm Information

Jack Klunder is currently registered with Centennial Wealth Advisory, LLC. Centennial Wealth Advisory, LLC is a registered investment advisor based in Traverse City, MI. The firm manages approximately $311 million in assets for 2,723 clients, primarily individuals and some pension plans. They offer a variety of financial planning and advisory services, including portfolio management for individuals and businesses, as well as assistance with selecting other advisors.
Centennial Wealth Advisory, LLC

701 THIRD STREET

TRAVERSE CITY, MI 49684

$311.06M

Assets Under Management

Not reported

Total Clients

8

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Jack Klunder’s Registration & Firm History

MI

09/24/2018 - Present

Centennial Wealth Advisory, LLC (TRAVERSE CITY MI)

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Licenses & Designations

IA

Issued 09/24/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jack Calvin Klunder.
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