RB
Robert J. Boerkoel
CENTENNIAL SECURITIES COMPANY
Jenison, MI 49428
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CRD#: 2266176
RB
Professional summary
Robert Jerry Boerkoel is a registered financial advisor currently at CENTENNIAL SECURITIES COMPANY, INC. located in Jenison, Michigan.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Robert has worked at 4 firms and has passed the Series 65, Series 63, 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.
1. FULL TIME ACCOUNTANT FOR BOERKOEL & BOERKOEL, LIFE/ANNUITY INSURANCE LICENSED. 946 CHERRY ST. SE GR, MI 49506 ACCOUNTING & TAX PREP - OWNER, STARTED IN MAY 1988 - 40 HOURS PER WEEK, INSURANCE 5 HOURS PER WEEK MOSTLY DURING BUSINESS HOURS. 2. PAYROLL BY DESIGN, LLC., 946 CHERRY ST SE, G.R. MI 49506, PAYROLL SERVICES, OWNER, STARTED DECEMBER 2009, NO RELATED DUTIES, INDEFINITE
CRS (Client Relationship Summary) - RIA
Click below to view Robert Jerry Boerkoel's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Robert Jerry Boerkoel's 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®
NoneExperience
Current
July 1, 2014 - Present
CENTENNIAL SECURITIES COMPANY, INC.
Office #1: 7678 Cottonwood, Jenison, MI 49428RIA
BD
CRD#: 7763
Jenison, MI
Current
June 9, 2014 - Present
CENTENNIAL SECURITIES COMPANY, INC.
Office #1: 7678 Cottonwood, Jenison, MI 49428RIA
BD
CRD#: 7763
Jenison, MI
Past
July 11, 2013 - June 25, 2014
ROYAL ADVISORS, LLC
RIA
CRD#: 145006
GRANDVILLE, MI
Past
October 31, 2003 - June 25, 2014
ROYAL SECURITIES COMPANY
BD
CRD#: 10702
GRAND RAPIDS, MI
Past
October 29, 1992 - October 31, 2003
KENT KING SECURITIES CO., INC.
BD
CRD#: 2424
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.
CENTENNIAL SECURITIES CO. | CENTENNIAL SECURITIES COMPANY, LLC | CENTENNIAL SECURITIES COMPANY, INC. | CENTENNIAL SECURITIES COMPANY, INC | CENTENNIAL SECURITIES COMPANY LLC | 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)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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.RR
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
RR
California(1/2/2019)
RR
Illinois(1/2/2025)
RR
Michigan(6/9/2014)
IAR
Michigan(7/1/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CENTENNIAL SECURITIES COMPANY, INC.
CENTENNIAL SECURITIES CO. | CENTENNIAL SECURITIES COMPANY, LLC | CENTENNIAL SECURITIES COMPANY, INC. | CENTENNIAL SECURITIES COMPANY, INC | CENTENNIAL SECURITIES COMPANY LLC | 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)BD
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
40
SEC notice filing (18 States and Territories)
FINRA licenses (46 States and Territories)
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 | 2 |
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.
Company Information
CENTENNIAL SECURITIES COMPANY, INC.
CRD#: 7763Jenison, MI 49428TRUST BUT VERIFY
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