David Radde is a registered investment advisor at Centennial Securities Company INC, based in Grand Rapids, MI, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,691 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centennial Securities offers investment management services where fees are based on the value of your portfolio. The specific fee is disclosed in your Investment Management Agreement, and may be negotiable. The standard fee schedule is:
- Under $500,000: 0.75% – 2.00% per year
- $500,000 – $1,000,000: 0.50% – 1.75% per year
- Over $1,000,000: 0.25% – 1.50% per year
Fees are billed and paid quarterly in advance, based on the value of your account at the end of the previous quarter.
Location
3075 Charlevoix Dr 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.