Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
39 advisors
Number of Clients
2,691 clients
Average Client Portfolio
$428K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Hourly Rate:$50 - $300/hr

Fees for investment management outside of advisory programs range from 0.75% to 2.00% for accounts under $500,000, 0.50% to 1.75% for accounts between $500,000 and $1,000,000, and 0.25% to 1.50% for accounts over $1,000,000. Financial planning and consulting fees are charged on an hourly basis ($100-$300 for professional staff, $50-$100 for administrative staff) or at a fixed project fee. Fees are negotiable based on various factors.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information

Office location

3075 Charlevoix Drive Se, Grand Rapids, MI, 49546

Get directions
Regulatory History (9)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2004
Settled
Customer Dispute
July 2003
Pending
Customer Dispute
December 2002
Settled
Customer Dispute
September 2002
Settled
Customer Dispute
July 2002
Settled
Customer Dispute
August 2000
Settled
Customer Dispute
May 2000
Award / Judgment
Customer Dispute
February 2000
Settled
Customer Dispute
December 1999
Settled
Other Business ActivitiesSells Insurance

James is an Advanced Planning Specialist at Farm Bureau Insurance of MI since 2002, focusing on retirement planning and business succession. This role takes nearly full-time hours each week and is investment-related.

Employment History
Current Registrations
Centennial Securities Company INC
November 2022 - Present · 3 yrs 2 mos
Centennial Securities Company, INC.
September 2019 - Present · 6 yrs 4 mos
Centennial Securities Company, INC. Broker
September 2019 - Present · 6 yrs 4 mos
Previous Registrations
Fb Equity Sales Corporation of MichiganBroker
February 2002 - September 2019 · 17 yrs 7 mos
Sigma Financial CorporationBroker
November 1992 - February 2002 · 9 yrs 3 mos
The Trading Desk, INC.Broker
November 1991 - December 1992 · 1 yr 1 mo
State Registrations3 states
CAFLMI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.