CB
CB

Cornelius Willem Boerkoel

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
2,691 clients
Average Client Portfolio
$428K average
Assets Under Management
$1.2B

Fee Structure

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Location

3075 Charlevoix Dr Se, Grand Rapids, MI, 49546

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Cornelius works as an accountant at Boerkoel & Boerkoel, a small business accounting firm, since 2020. This takes nearly full-time hours, with additional trading hours each week, and involves tax consulting, tax preparation, and accounting duties.

Employment History
Current Registrations
Centennial Securities Company INC
December 2023 - Present · 2 yrs 2 mos
Centennial Securities Company, INC.Broker
September 2023 - Present · 2 yrs 5 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Cornelius Willem Boerkoel - Financial Advisor | TrueAdvisor