CENTENNIAL SECURITIES COMPANY INC
Adviser information for CENTENNIAL SECURITIES COMPANY INC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 40 |
|---|---|
| Investment Advisory/Research | 30 |
| Registered Broker-Dealer Representatives | 30 |
| Registered State Investment Advisers | 30 |
| Licensed Agents of an Insurance Company | 25 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,494 | $468.9M |
| Non-Discretionary | 2,019 | $602.9M |
| Total | 3,513 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,876 | $520.8M |
| HNW Individuals | 359 | $413.2M |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 26 | $83.2M |
| Charitable organizations | 21 | $21.4M |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | 20 | $33.2M |
| Other | <5 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2133 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Broker-dealerInsurance broker or agent |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 1.1B |
| Portfolio Manager | 0 |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| CENTENNIAL SELECT | CENTENNIAL SECURITIES COMPANY INC |
Identifiers
| SEC RIA File Number | 801-106623 |
|---|---|
| SEC ERA File Number | 801-106623 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 7763 |
| Legal Entity Identifier | None |
Principal Office
3075 CHARLEVOIX DR SEGRAND RAPIDS
MI
United States
Monday - Friday, 8:30 AM TO 4:30 PM
Tel: 616-942-7680, Fax: 616-942-6389
Websites
Chief Compliance Officer
JORDAN T. POWERS
CFO, GENERAL COUNSEL
3075 CHARLEVOIX DR SE
GRAND RAPIDS
MI
United States
Tel:
616-988-5111
J*****@****************M
(Full email address available in API data)
Regulatory Contact
RANDALL L HANSEN
PRESIDENT & CEO
3075 CHARLEVOIX DR. S.E.
GRAND RAPIDS
MI
United States
Tel:
616-942-7680
Fax:
616-942-6389
R****@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HANSEN, RANDALL LEE | Individual | – | PRESIDENT / CEO / CFO / COO / FINOP | 03/1999 | 10-25% |
| BEESLEY, DONALD EDWARD | Individual | – | FINANCIAL ADVISOR / OWNER | 04/1999 | < 5% |
| TUINSTRA, CRAIG ALAN | Individual | – | FINANCIAL ADVISOR / OWNER | 04/1999 | 10-25% |
| VANDERMOLEN, DANIEL LEE | Individual | – | FINANCIAL ADVISOR / OWNER | 04/1999 | 10-25% |
| KLUNDER, JAMES DALE | Individual | – | FINANCIAL ADVISOR / OWNER | 04/1999 | 5-10% |
| DIEPSTRA, RYAN ANDREW | Individual | – | SECRETARY | 07/2008 | 10-25% |
| KELLY, KEVIN WILLIAM | Individual | – | FINANCIAL ADVISOR / OWNER | 07/2010 | 5-10% |
| BERNARDI, MARIO GIULIO | Individual | – | FINANCIAL ADVISOR / OWNER | 01/2013 | 5-10% |
| OCHOA, MICHAEL ROBERT | Individual | – | FINANCIAL ADVISOR / OWNER | 02/2013 | 5-10% |
| WIERENGA, JEFFREY DONALD | Individual | – | FINANCIAL ADVISOR / OWNER | 04/2013 | < 5% |
| MERRIHEW, KATIE MARIE | Individual | – | FINANCIAL ADVISOR / OWNER | 04/2013 | 5-10% |
| POWERS, JORDAN THOMAS | Individual | – | CHIEF COMPLIANCE OFFICER / CCO | 02/2018 | < 5% |
| PEDDIE, JONATHAN THOMAS | Individual | – | FINANCIAL ADVISOR/OWNER | 04/2018 | < 5% |
| NIEWALD, DOMINIC JOSEPH | Individual | – | FINANCIAL ADVISOR/OWNER | 04/2019 | < 5% |