Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MI
09/24/2018 - Present
Centennial Wealth Advisory, LLC (TRAVERSE CITY MI)
IA
Issued 09/24/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jack Klunder is the right advisor for you? Invested Better is here to help.