Jack Klunder
Jack Klunder is a registered investment advisor at Centennial Wealth Advisory, LLC, based in Traverse City, MI, with 7 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Tax Planning. Their firm serves 1,354 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centennial Wealth Advisory (CWA) may direct clients to third-party investment advisors and will be compensated via a fee share from those advisors. The total fee, including CWA's share and the third party's fee, will be up to 1.45% of your portfolio. The third party's fee ranges from 0.35% to 0.45%. These fees are negotiable.
Location
701 Third Street, Traverse City, MI, 49684
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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 ActivitiesSells Insurance
Jack is a licensed insurance agent with CWA Financial LLC since 2018, selling insurance products to clients. This takes about a quarter of his time and accounts for 50% of his yearly compensation.
Employment History
Current Registrations
Centennial Wealth Advisory, LLC
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.