Julie A. Burton

CENTENNIAL SECURITIES COMPANY

Grand Rapids, MI 49546

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CRD#: 1282466

Professional summary

Julie Alice Burton is a registered financial advisor currently at CENTENNIAL SECURITIES COMPANY, INC. located in Grand Rapids, Michigan.

Julie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Julie has worked at 1 firm and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Alice Burton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Julie Alice Burton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 12, 2015 - Present

CENTENNIAL SECURITIES COMPANY, INC.

Office #1: 3075 Charlevoix Dr Se, Grand Rapids, MI 49546

RIA

CRD#: 7763

Grand Rapids, MI

Current

April 19, 2014 - Present

CENTENNIAL SECURITIES COMPANY, INC.

Office #1: 3075 Charlevoix Drive Se, Grand Rapids, MI 49546

RIA

CRD#: 7763

Grand Rapids, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CENTENNIAL SECURITIES COMPANY, INC.

CRD#: 7763 / SEC#: 801-106623, 8-23406

RIA

Registered Investment Advisory firm - SEC (9/17/2015 Approved)

Illinois

Registered Investment Advisory firm - SEC (9/17/2015 Terminated)

Michigan

Registered Investment Advisory firm - SEC (9/24/2015 Terminated)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Michigan
(9/19/2014)

IAR

Michigan
(5/12/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/19/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/18/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CENTENNIAL SECURITIES COMPANY, INC.

CRD#: 7763 / SEC#: 801-106623, 8-23406

RIA

Registered Investment Advisory firm - SEC (9/17/2015 Approved)

Illinois

Registered Investment Advisory firm - SEC (9/17/2015 Terminated)

Michigan

Registered Investment Advisory firm - SEC (9/24/2015 Terminated)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

3075 Charlevoix Drive Se, Grand Rapids, MI 49546

Mailing Address

3075 Charlevoix Drive Se, Grand Rapids, MI 49546

Phone number

(616) 942-7680

Established

Michigan since 06/10/2013

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (18 States and Territories)

FINRA licenses (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

2025 CSC - FORM ADV PART 2A (3/31/2025)

2025 CSC APPENDIX 1 WRAP FEE BROCHURE (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
DIEPSTRA, RYAN ANDREW	FINANCIAL ADVISOR/OWNER	4684402
HANSEN, RANDALL LEE	FINANCIAL ADVISOR/OWNER	1104122
KLUNDER, JAMES DALE	FINANCIAL ADVISOR / OWNER	1974282
BERNARDI, MARIO GIULIO	FINANCIAL ADVISOR / OWNER	1542163
KELLY, KEVIN WILLIAM	FINANCIAL ADVISOR / OWNER	2995050
OCHOA, MICHAEL ROBERT	FINANCIAL ADVISOR / OWNER	1301012
WIERENGA, JEFFREY DONALD	FINANCIAL ADVISOR / OWNER	4748730
BEESLEY, DONALD EDWARD	FINANCIAL ADVISOR / OWNER	1541425
KLINGER, ANDREW LEROY	PRESIDENT/CEO/COO/OWNER	7694999
MUSUMECI, WALTER	FINANCIAL ADVISOR/OWNER	6605061
NIEWALD, DOMINIC JOSEPH	FINANCIAL ADVISOR/OWNER	6287471
PEDDIE, JONATHAN THOMAS	FINANCIAL ADVISOR/OWNER	4451972
POWERS, JORDAN THOMAS	CHIEF COMPLIANCE OFFICER / CCO / CFO / FINOP	6711719
VANDERMOLEN, DANIEL LEE	FINANCIAL ADVISOR / OWNER	1384729

Regulatory assets under management

Total Number of Accounts	2,654
AUM (Assets Under Management)	$ 1,152,401,650

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Julie A. Burton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Alice Burton's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Julie Alice Burton's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTENNIAL SECURITIES COMPANY, INC.

Primary Firm SEC Registration

CENTENNIAL SECURITIES COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/19/2014

SIE

Date: 10/1/2018

Series 7

Date: 4/18/2014

FINRA

Current Firm

CENTENNIAL SECURITIES COMPANY, INC.

Contact information

SEC notice filing (18 States and Territories)

FINRA licenses (46 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

CENTENNIAL SECURITIES COMPANY, INC.

TRUST BUT VERIFY

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