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Jack Calvin Klunder

Centennial Wealth Advisory, LLC

Traverse City, MI

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Current Employers
Centennial Wealth Advisory, Llc

701 Third Street, Traverse City, MI 49684 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2018-09-24
  • MI RA
    APPROVED
    Since 2018-09-24

Branch Locations

701 Third Street, Traverse City, MI 49684 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Centennial Wealth Advisory, Llc Traverse City MI 06/2018 Present
Mcbain Rural Agricultural School Mcbain MI 01/2006 Present
Who Did That Concrete Lake City MI 06/2006 Present
  • 06/2018 → Present
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-24
  • S65 Uniform Investment Adviser Law Examination
    2018-09-24

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