Unclaimed Profile

James Dale Klunder

CENTENNIAL SECURITIES COMPANY INC·GRAND RAPIDS, Michigan

SIE, Series 7, Series 63, Series 65Clean record15 years registeredCENTENNIAL SECURITIES COMPANY INC

3075 CHARLEVOIX DR SE, GRAND RAPIDS, MI 49546CRD# 1974282Firm CRD# 7763

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Dale Klunder · GRAND RAPIDS, MI

Registration

CRD #1974282 · CENTENNIAL SECURITIES COMPANY INC · 15 years registered

Brand Profile

Not yet started

Career History

CENTENNIAL SECURITIES COMPANY INC

Nov 2010 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 17, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CENTENNIAL SECURITIES COMPANY INC

CRD 7763 · SEC 801-106623

AUM

$1.1B

Regulatory assets under management

Employees

3,513 client accounts

Services offered by CENTENNIAL SECURITIES COMPANY INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CENTENNIAL SECURITIES COMPANY INC →

Introduction

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Frequently Asked Questions

What services does James Dale Klunder offer?

James Dale Klunder specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.

What are James Dale Klunder's credentials?

James Dale Klunder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Dale Klunder located?

James Dale Klunder is based in GRAND RAPIDS, Michigan, working with CENTENNIAL SECURITIES COMPANY INC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.

How does James Dale Klunder charge for services?

James Dale Klunder's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CENTENNIAL SECURITIES COMPANY INC?

CENTENNIAL SECURITIES COMPANY INC has approximately 40 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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