Anne Kathleen Melle

Employer firm

Centennial Securities Company, Inc. CRD 7763

$1.34B regulatory AUM 2,520 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2021 → Present
  Vander Ploeg, Bergakker & Assoc.
  Grand Rapids, MI
• 08/2014 → Present
  Pathway Benefit Services
  Wyoming, MI
• 08/2017 → 08/2019
  Grand Rapids Community College
  Grand Rapids, MI
• 04/2020 → 01/2021
  Door Dash
  Grand Rapids, MI
• 08/2019 → 12/2021
  Grand Valley State University
  Allendale, MI
• 08/2013 → 05/2017
  Catholic Central High School
  Grand Rapids, MI
• 10/2022 → Present
  Centennial Securities Company
  Grand Rapids, MI

Other Businesses

1. Vander Ploeg, Bergakker & Associates - non invest related - 4145 Embassy Dr. SE GR MI 49546 - Accounting firm-Staff accountant - Since Jan 2021 (65 hrs/month during trading hours) duties: tax prep, payroll processing. 2. Pathway Benefit Svc. investment related - 5099 Division Ave Wyoming, MI 49548 - Retirement plan Accounting - Administrative Asst. from August 2014 - 20 hrs/month. 5 hrs/week during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2023-07-28

Other Names

• Annie Kathleen Petzold
• Anne Kathleen Petzold