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James Dale Klunder

Centennial Securities Company, Inc.

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About James Dale Klunder

James Klunder has been in the financial services industry since August 21, 1989. James is currently registered with Centennial Securities Company, Inc. in Michigan and Florida. James is also registered with the state of Michigan as an Investment Advisor Representative (IAR). James is also a registered representative with Centennial Securities Company, Inc. in Arizona, California, Colorado, Florida, Illinois, Indiana, Michigan, New Jersey, New York, Ohio, South Carolina, and Wisconsin. James has been with Centennial Securities Company, Inc. since May 1996. Prior to joining Centennial Securities Company, Inc., James was with Royal Securities Company in Grandville, Michigan. James holds Series 63, Series 65, Series 7, and SIE licenses. James is also a Co-Trustee on the Goodale 2009 Generational Trust. James's expertise includes financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and publication of periodicals.

Firm Information

James Klunder is currently registered with Centennial Securities Company, Inc.. Centennial Securities Company, Inc. is a corporation formed in June 2013 and headquartered in Grand Rapids, Michigan. The firm offers a wide range of financial advisory services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. Centennial Securities has been registered with the SEC and is licensed in 46 states. The firm manages approximately $1 billion to $10 billion in assets for a diverse client base, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth.
Centennial Securities Company, Inc.

3075 CHARLEVOIX DR SE

GRAND RAPIDS, MI 49546

$1.07B

Assets Under Management

2,133

Total Clients

41

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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James Klunder’s Registration & Firm History

MI

11/17/2010 - Present

Centennial Securities Company, Inc. (GRAND RAPIDS MI)

NA

05/03/1996 - 05/28/1996

CENTENNIAL SECURITIES COMPANY, INC.

MI

08/22/1989 - 05/09/1996

ROYAL SECURITIES COMPANY (GRANDVILLE MI)

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Licenses & Designations

IA

Issued 11/11/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Dale Klunder.
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