David Radde
David Radde is a registered investment advisor at Centennial Securities Company INC, based in Grand Rapids, MI, with 15 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 2,520 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Standard fee ranges are 0.75%–2.00% for under $500K, 0.50%–1.75% for $500K–$1M, and 0.25%–1.50% for over $1M. Fees are negotiable.
Fee Estimator
Location
3075 Charlevoix Drive Se, Grand Rapids, MI, 49546
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David provides operational support to representatives and clients at CWM, LLC DBA Carson Partners, an SEC registered investment advisory firm, dedicating full-time hours. He is also a Director of Client Relations/Registered Representative at Kanai Wealth Management Group, also working full-time. David also works as a Dasher for DoorDash, dedicating minimal time.
Employment History
Current Registrations
Centennial Securities Company, INC.Broker
Centennial Securities Company INC
Previous Registrations
Cwm, LLC
Cetera Wealth Services, LLCBroker
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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