Centennial Securities Company, Inc. logo

Centennial Securities Company, Inc.

Updated today

Client assets under management

$1,268,523,885

Clients

2,468

17% high-net worth

Advisors

35

of 45 employees

Firm type

Multi Team

Clients per advisor

71

Typical

Average account size

$513,989

About

Centennial Securities Company, Inc. provides discretionary and non‑discretionary investment management, financial planning, and consulting services to a mix of individuals, high‑net‑worth clients, corporate pension and profit‑sharing plans, trusts and estates, foundations, endowments, and other business entities. Offerings described in the brochure include individually managed accounts, a sponsored wrap‑fee program (Centennial Select), access to third‑party manager programs, and plan advisory services.

Investment advice is delivered through the firm’s investment adviser representatives rather than a central investment committee, with portfolios tailored to client objectives using fundamental and technical analysis, strategic asset allocation, and both proprietary and third‑party model and overlay solutions (including RBC Unified Portfolios and Envestnet). The firm provides both discretionary and non‑discretionary management, conducts regular account reviews, and may employ a range of strategies from long‑term holdings to more active trading and options where suitable.

Centennial’s brochure highlights several features that distinguish it from many peers: it is concurrently registered and active as a broker‑dealer and operates as a licensed insurance agency, it sponsors and solicits for third‑party manager programs, and it maintains an affiliated pension consulting relationship (Pathway Benefit Services) owned by firm representatives. The firm also reports serving less‑common institutional client types for its peer group — such as banking and insurance institutions, other investment advisers, and governmental or sovereign entities — and the brochure discloses no material disciplinary events.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Options & derivatives strategies

Fee options

Fixed

Flat project fees for financial planning and consulting services, negotiable and specified in contract

Percentage

$0 - $500,000: 0.75% – 2.00% annually $500,000 - $1,000,000: 0.50% – 1.75% annually $1,000,000+: 0.25% – 1.50% annually

Commissions

Transaction-based compensation such as commissions when brokerage services are used outside of advisory programs; insurance commissions on insurance purchases

Project-based

Hourly fees for financial planning and consulting services range from $100–$300 for professional staff and $50–$100 for administrative staff

Other

Fee-only: Asset-based fees, hourly fees $100-$300 for professional staff, $50-$100 for administrative staff, and fixed project fees for financial planning and consulting services

Main office location

Centennial Securities Company, Inc.

3075 Charlevoix Dr Se

Grand Rapids MI 49546, United States

Number of offices

5

Most active in

Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Kansas · Michigan · Missouri · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David R

Series 63, Series 65

Grand Rapids, MI

Centennial Securities Company, Inc.

David Radde is a financial advisor at Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at DoorDash Inc., Kanai Wealth Management Group, Cetera Wealth Services, LLC, and USA Financial Corporation. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets with around 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors, foundations, and other business entities, offering discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs.

Options & derivatives strategies
user avatar

Brett K

Series 66

Grand Rapids, MI

Centennial Securities Company, Inc.

Brett Kalsbeek is a financial advisor at Centennial Securities Company, Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience at LPL Financial LLC and Bosveld Inc. Before entering financial services, he worked in landscaping for four years. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts and estates, retirement plans, foundations, endowments, and other business entities. The firm offers discretionary and non-discretionary investment management, financial planning, a sponsored wrap-fee program, and access to third-party manager programs, employing a mix of fundamental and technical analysis to develop customized portfolios.

Options & derivatives strategies
user avatar

Jonathan W

Series 63, Series 65

Grand Rapids, MI

Centennial Securities Company, Inc.

Jonathan Wyngarden is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with Centennial Securities since 2005 and has concurrently served at Ferris State University since 2006. Outside of his advisory work, Jonathan guides group pheasant hunts at Fruit Ridge Pheasant Farm and Blodgett Creek Hunt Club during the hunting season. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts and estates, retirement plan sponsors, foundations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, developing customized portfolios through fundamental and technical analysis.

Options & derivatives strategies
user avatar

Jonathan P

Series 63, Series 65

Grand Rapids, MI

Centennial Securities Company, Inc.

Jonathan Peddie is a financial advisor at Centennial Securities Company, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centennial Securities since 2001. Outside of his advisory role, he has been involved with Grand Office Supply since 1994. Centennial Securities Company is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, estates, retirement plans, foundations, endowments, and business entities. The firm offers customized investment management, financial planning, and access to third-party manager programs, utilizing a mix of mutual funds, ETFs, individual securities, and options.

Options & derivatives strategies
user avatar

Daniel V

Series 63, Series 65

Grand Rapids, MI

Centennial Securities Company, Inc.

Daniel Vandermolen is a financial advisor at Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 registrations with 40 years of industry experience. He has been with Centennial Securities since 1985. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets with 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors and participants, foundations, endowments, and business entities, providing customized investment management, financial planning, and access to third-party manager programs.

Options & derivatives strategies
user avatar

Aimee C

Series 63, Series 65

Grand Rapids, MI

Centennial Securities Company, Inc.

Aimee Capatanos is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with Centennial Securities since 2003. In addition to her advisory role, she advises on 401(k) plans and performs administration work through Pathway Benefit Services. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, retirement plans, foundations, and business entities. The firm offers customized investment management, financial planning, and access to third-party manager programs.

Options & derivatives strategies
user avatar

William R

Series 63, Series 65

Grand Rapids, MI

Centennial Securities Company, Inc.

William Roth is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has been with Centennial Securities since 2012. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets for individuals, trusts, retirement plans, foundations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, employing customized portfolios that include mutual funds, ETFs, individual securities, and options.

Options & derivatives strategies
user avatar

Donald B

Series 63, Series 65

Grand Rapids, MI

Centennial Securities Company, Inc.

Donald Beesley is a financial advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Centennial Securities since 1986. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets with around 30 advisors. The firm serves individuals, trusts, estates, retirement plan sponsors and participants, foundations, endowments, and other business entities through investment management, financial planning, and consulting services.

Options & derivatives strategies
user avatar

Stephen H

Series 63, Series 65

Grand Rapids, MI

Centennial Securities Company, Inc.

Stephen Hendrickson is a financial advisor at Centennial Securities Company, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centennial Securities since 1997. Outside of his advisory role, he officiates high school and small college football games during the fall season. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets for individuals, trusts, retirement plans, foundations, and businesses. The firm offers customized investment management, financial planning, and access to third-party manager programs through RBC and Envestnet.

Options & derivatives strategies
user avatar

Mario B

Series 63, Series 65

Chicago, IL

Centennial Securities Company, Inc.

Mario Bernardi is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 65 designations with 39 years of industry experience. He has been with Centennial Securities since 2011. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, estates, retirement plan sponsors, foundations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, employing fundamental and technical analysis to create customized portfolios.

Options & derivatives strategies
user avatar

Joseph K

Series 66

Jenison, MI

Centennial Securities Company, Inc.

Joseph Klunder is a Series 66-licensed financial advisor with three years of industry experience. He has worked at Northwestern Mutual and has been involved with Grand Valley State University since 2018. Outside of finance, he has experience with Masterpiece Flower Company and Calvin Christian High School. He is affiliated with Centennial Securities Company, Inc., a multi-team advisory firm managing approximately $1.15 billion in assets and serving a diverse client base including individuals, trusts, retirement plans, and foundations. The firm offers customized investment management, financial planning, and access to third-party manager programs through RBC and Envestnet.

Options & derivatives strategies
user avatar

Melissa M

Series 63, Series 66

Chicago, IL

Centennial Securities Company, Inc.

Melissa Moser is a financial advisor at Centennial Securities Company, Inc. with 30 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Centennial Securities since 2023, as well as B. Riley Wealth Advisors and B. Riley Wealth Management since 2012. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets with around 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors, foundations, and business entities, offering discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs.

Options & derivatives strategies
user avatar

Michael O

Series 63, Series 66

Chicago, IL

Centennial Securities Company, Inc.

Michael Ochoa is a financial advisor with Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He has been with Centennial Securities since 2011. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serves a diverse client base including individuals, trusts, retirement plans, foundations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, employing a range of investment strategies across various asset types.

Options & derivatives strategies
user avatar

Kevin K

Series 63, Series 65

Grand Rapids, MI

Centennial Securities Company, Inc.

Kevin Kelly is a financial advisor with Centennial Securities Company, Inc. in Jenison, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Centennial Securities since 1997. Outside of his advisory role, he provides education and enrollment assistance to employees of 401(k) plans through a separate business activity. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets with around 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors and participants, foundations, and business entities, offering customized investment management, financial planning, and access to third-party manager programs.

Options & derivatives strategies
user avatar

Anne M

Series 66

Grand Rapids, MI

Centennial Securities Company, Inc.

Anne Melle is a Series 66-licensed advisor with Centennial Securities Company, Inc. in Grand Rapids, MI, where she has worked since 2022. She has two years of industry experience and also serves as a staff accountant at the accounting firm Vander Ploeg, Bergakker & Associates, focusing on tax preparation and payroll processing. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, retirement plans, foundations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, employing a combination of fundamental and technical analysis to develop customized portfolios.

Options & derivatives strategies
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