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Robert Jerry Boerkoel

Centennial Securities Company, Inc.

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About Robert Jerry Boerkoel

Robert Jerry Boerkoel is a financial advisor registered with Centennial Securities Company, Inc. Robert Boerkoel has been in the industry since October 28, 1992 and has worked for other firms in the past such as Royal Securities Company and Kent King Securities Co., Inc.. Robert Boerkoel is licensed in California, Michigan and New York and is a Registered Representative in Michigan. Robert Boerkoel has a wide range of specialties including Portfolio Management for Individuals, Portfolio Management for Businesses, Educational Seminars, and more.

Firm Information

Robert Boerkoel 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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Robert Boerkoel’s Registration & Firm History

MI

07/01/2014 - Present

Centennial Securities Company, Inc. (GRAND RAPIDS MI)

MI

10/31/2003 - 06/25/2014

ROYAL SECURITIES COMPANY (GRAND RAPIDS MI)

MI

10/29/1992 - 10/31/2003

KENT KING SECURITIES CO., INC. (GRAND RAPIDS MI)

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Licenses & Designations

IA

Issued 07/03/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/11/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Jerry Boerkoel.
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