Investment adviser representative · Centennial Wealth Advisory, LLC
Jack C. Klunder
CRD 6973686 · Traverse City, MI
At a glance
Jack C. Klunder is an investment adviser representative with Centennial Wealth Advisory, LLC in Traverse City, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jack’s SEC record dates to 2018, about 8 years ago.
Current advisory firm
- Centennial Wealth Advisory, LLCSince September 2018Traverse City, MI · $397M in regulatory assets
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jack’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.