BK
BK

Brett W Kalsbeek

1 Year 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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Employment History
Current Registrations
Centennial Securities Company, INC.Broker
April 2024 - Present · 1 yr 10 mos
Centennial Securities Company INC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
LPL Financial LLC
January 2024 - April 2024 · 3 mos
LPL Financial LLCBroker
December 2023 - April 2024 · 4 mos
State Registrations2 states
COMI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.