Jack Calvin Klunder

Employer firm

Centennial Wealth Advisory, LLC CRD 138054

$397M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → Present
  Centennial Wealth Advisory, Llc
  Traverse City, MI
• 01/2006 → Present
  Mcbain Rural Agricultural School
  Mcbain, MI
• 06/2006 → Present
  Who Did That Concrete
  Lake City, MI

Other Businesses

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;

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-24