JK
Jack C. Klunder
CENTENNIAL WEALTH ADVISORY
TRAVERSE CITY, MI 49684
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CRD#: 6973686
JK
Professional summary
Jack Calvin Klunder is a registered financial advisor currently at CENTENNIAL WEALTH ADVISORY, LLC located in Traverse City, Michigan.
Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jack has worked at 1 firm and has passed the Series 65 exam.
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.
Licensed Insurance Agent (Producer); CWA Financial LLC - Insurance Agency; investment related: Yes; Location: 701 Third Street Traverse City MI 49684 USA; Description of the business: Jack and Nick are licensed insurance agents. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Centennial Wealth Advisory, LLC always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Centennial Wealth Advisory, LLC in such individual's outside capacities; Responsibilities Duties: selling insurance products to clients in the state of Michigan and all other licensed jurisdictions; Start date with business: 2018-07-01; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 50;
CRS (Client Relationship Summary) - RIA
Click below to view Jack Calvin Klunder'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
September 24, 2018 - Present
CENTENNIAL WEALTH ADVISORY, LLC
Office #1: 701 Third Street, Traverse City, MI 49684RIA
CRD#: 138054
TRAVERSE CITY, 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".
CW
CENTENNIAL WEALTH ADVISORY, LLC
CENTENNIAL ADVISORS | CENTENNIAL WEALTH ADVISORY, LLC
CRD#: 138054 / SEC#: 801-113464
RIA
Registered Investment Advisory firm - (6/18/2018 Approved)Michigan
Registered Investment Advisory firm - (6/21/2018 Terminated)Texas
Registered Investment Advisory firm - (6/21/2018 Terminated)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.Highlighted states indicate IAR registrations
IAR
Michigan(9/24/2018)
Current Firm
CW
CENTENNIAL WEALTH ADVISORY, LLC
CENTENNIAL ADVISORS | CENTENNIAL WEALTH ADVISORY, LLC
CRD#: 138054 / SEC#: 801-113464
RIA
Registered Investment Advisory firm - (6/18/2018 Approved)Michigan
Registered Investment Advisory firm - (6/21/2018 Terminated)Texas
Registered Investment Advisory firm - (6/21/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
701 Third Street, Traverse City, MI 49684
Mailing Address
Phone number
(231) 995-9575
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,723 |
| AUM (Assets Under Management) | $ 311,057,049 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
