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Anne Kathleen Melle

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 Drive 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

Anne works as a staff accountant at Vander Ploeg, Bergakker & Associates, an accounting firm, taking about half of her time. She also works as an administrative assistant for Pathway Benefit Svc., a retirement plan accounting firm, dedicating about 10-20% of her time.

Employment History
Current Registrations
Centennial Securities Company INC
September 2023 - Present · 2 yrs 5 mos
Centennial Securities Company, INC.Broker
March 2023 - Present · 2 yrs 11 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.