DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Centennial Securities Company Inc

Independent wealth managerGrand Rapids, MichiganCRD 7763SEC 801-106623websiteIAPD
Latest filing Apr 30, 2026
First filing on the tape Aug 31, 2015 · 40 filings
SEC status approved since Sep 17, 2015
RAUM
$1.3B
reported, Item 5.F
Discretionary
67%
of RAUM
Private clients
95%
$1.3B individuals and HNW
Advisors
38
registered through the firm on IAPD
RAUM per advisor
$35.1M
derived; firm RAUM over IAPD count
Employees
45
30 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
40 filings and snapshots on the tape
RAUM$1.3B as of Apr 30, 2026
Feb 23, 2016$298M then
HNW client RAUM$566M as of Apr 30, 2026
Mar 28, 2018$163M then
State-registered IARs (5.B.3)30 as of Apr 30, 2026
Feb 23, 201619 then
Employees (5.A)45 as of Apr 30, 2026
Feb 23, 201628 then
Private funds: no history
RAUM +16% over the last fiscal year+12% a year over threeIARs 30 to 30
Practice profile
derived from the filing of Apr 30, 2026; every figure names its basis
Archetypes, each a printed rule
  • Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
  • Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
RAUM per advisor
$35.1MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
65derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.4MderivedHNW RAUM over HNW clients
Average account
$337,006derivedRAUM over accounts (5.F.2.f)
Discretionary
67%derivedof RAUM
Institutional
1.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.2derivedItem 5.A over advisors
Advisors per office
7.6derived5 offices incl. principal (1.F.5)
RAUM growth, one year
+16%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
-6.9%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications, educational seminarsreportedItem 5.G
Wrap fee program
$1.1BreportedItem 5.I
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is a broker-dealer (6.A.1)
  • is an insurance broker or agent (6.A.6)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$702M53%
  • High-net-worth individuals$566M42%
  • Corporations and businesses$42.0M3.1%
  • Charitable organizations$17.6M1.3%
  • Pension and profit-sharing plans$7.1M0.5%
Individual clients
2,054reported
HNW clients
414reported
Pension plan clients
12reported
Charitable clients
18reported
Accounts
3,962reported
Financial planning clients
26-50reported
Wrap fee programs
$1.1B sponsored, $0 managedreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.95 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=30.0derived
Advisors registered through the firm
37 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Thomas Bryan PetzoldGrand Rapids, MiMar 5, 201042 y0
Jeffrey Donald WierengaGrand Rapids, MiApr 22, 201022 y0
Ryan Andrew DiepstraGrand Rapids, MiJul 20, 201023 y1
Scott Eric SjoerdsmaGrand Rapids, Mi Aug 11, 201029 y0
Stephen Todd HendricksonGrand Rapids, Mi Nov 5, 201028 y0
Kevin William KellyJenison, Mi Nov 5, 201028 y0
Jonathan Thomas PeddieGrand Rapids, Mi Nov 17, 201032 y0
James Dale KlunderGrand Rapids, Mi Nov 17, 201037 y0
Richard Andrew WagnerGrand Rapids, MiDec 22, 201038 y0
Mark Allison WhitmanGrand Rapids, MiDec 22, 201037 y0
Aimee Helene CapatanosGrand Rapids, MiMar 16, 201123 y0
Randall Lee HansenGrand Rapids, MiMar 16, 201142 y1
Michael Robert OchoaChicago, IlApr 12, 201141 y1
Mario Giulio BernardiGrand Rapids, Mi Apr 12, 201139 y2
Peggy Ann NourieGrand Rapids, Mi Feb 17, 201241 y2
William George RothGrand Rapids, MiMay 18, 201214 y0
Dominic Joseph NiewaldGrand Rapids, MiMay 7, 201412 y0
Daniel Lee VandermolenGrand Rapids, MiMay 12, 201541 y0
Donald Edward BeesleyGrand Rapids, MiMay 12, 201540 y0
Julie Alice BurtonGrand Rapids, MiMay 12, 201523 y0
Walter MusumeciChicago, IlMar 11, 201610 y0
Paul Herman BerghoffChicago, IlDec 6, 201630 y1
Azita AminianChicago, IlNov 21, 201734 y0
Jordan Thomas PowersGrand Rapids, Mi Nov 21, 201710 y0
Bruce Eric ElderGrand Rapids, MiJun 27, 201934 y2
Constance Ann EtterChicago, IlNov 15, 201920 y3
Jonathan Colby WyngardenGrand Rapids, MiApr 3, 202021 y0
Joseph Richard KlunderJenison, Mi Sep 6, 202214 y0
James Arlen DempseyGrand Rapids, Mi Nov 10, 202234 y0
Melissa Mary MoserChicago, Il Jan 20, 202332 y3
Anne Kathleen MelleGrand Rapids, MiSep 1, 202313 y0
Thomas D GloverCertified Financial PlannerGrand Rapids, MiJan 9, 202419 y1
Brett W KalsbeekGrand Rapids, MiApr 15, 202410 y1
Christopher William FallonChicago, Il Jan 12, 202516 y0
David Donald RaddeGrand Rapids, MiSep 3, 202522 y2
Kyle Collin LottGrand Rapids, MiJul 30, 202612 y0
Sophia M BernardiGrand Rapids, Mi Sep 4, 202610 y0
Advisor movement
2 left, 0 joined in 12 months
net -2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 5.3% of current headcount2 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Ryan Andrew Diepstra · Financial Advisor/Ownercontrol
      since 07/2008 · owns 10% to 25%
    • Randall Lee Hansen · Financial Advisor/Ownercontrol
      since 03/1999 · owns 10% to 25%
    • Jordan Thomas Powers · Chief Compliance Officercontrol
      since 02/2018 · owns less than 5%
    • Donald Edward Beesley · Financial Advisor / Owner
      since 04/1999 · owns less than 5%
    • Mario Giulio Bernardi · Financial Advisor / Owner
      since 01/2013 · owns 5% to 10%
    • Kevin William Kelly · Financial Advisor / Owner
      since 07/2010 · owns 5% to 10%
    • James Dale Klunder · Financial Advisor / Owner
      since 04/1999 · owns 5% to 10%
    • Katie Marie Merrihew · Financial Advisor / Owner
      since 04/2013 · owns 5% to 10%
    • Walter Musumeci · Financial Advisor/Owner
      since 10/2025 · owns less than 5%
    • Dominic Joseph Niewald · Financial Advisor/Owner
      since 04/2019 · owns less than 5%
    • Michael Robert Ochoa · Financial Advisor / Owner
      since 02/2013 · owns 5% to 10%
    • Jonathan Thomas Peddie · Financial Advisor/Owner
      since 04/2018 · owns less than 5%
    • Craig Alan Tuinstra · Financial Advisor / Owner
      since 04/1999 · owns 10% to 25%
    • Daniel Lee Vandermolen · Financial Advisor / Owner
      since 04/1999 · owns 10% to 25%
    • Jeffrey Donald Wierenga · Financial Advisor / Owner
      since 04/2013 · owns less than 5%
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Grand Rapids, Mi · principal3220
    Chicago, Il1010
    Jenison, Mi6021
    St Joseph, Mi200
    Offices
    Schedule D 1.F, the 25 largest
    • Chicago, IL7 employees
    • Jenison, MI5 employees
    • Grand Rapids, MI3 employees
    • St Joseph, MI1 employees
    What changed
    consecutive filings, newest first
    • Wrap assets (sponsor) · $1.1B to $1.1B
      Mar 27, 2026 to Apr 30, 2026
    • Accounts · 2,654 to 3,962
      Mar 31, 2025 to Mar 27, 2026
    • Charity clients · 19 to 18
      Mar 31, 2025 to Mar 27, 2026
    • Corporate clients · 17 to 22
      Mar 31, 2025 to Mar 27, 2026
    • HNW clients · 633 to 414
      Mar 31, 2025 to Mar 27, 2026
    • Individual clients · 2,019 to 2,054
      Mar 31, 2025 to Mar 27, 2026
    • Pension plan clients · 3 to 12
      Mar 31, 2025 to Mar 27, 2026
    • Employees · 40 to 45
      Mar 31, 2025 to Mar 27, 2026
    • Discretionary RAUM · $622M to $900M
      Mar 31, 2025 to Mar 27, 2026
    • HNW RAUM · $489M to $566M
      Mar 31, 2025 to Mar 27, 2026
    • Individual RAUM · $610M to $702M
      Mar 31, 2025 to Mar 27, 2026
    • Non-discretionary RAUM · $531M to $435M
      Mar 31, 2025 to Mar 27, 2026
    • Pension RAUM · $806,149 to $7.1M
      Mar 31, 2025 to Mar 27, 2026
    • RAUM · $1.2B to $1.3B
      Mar 31, 2025 to Mar 27, 2026
    • Wrap assets (sponsor) · $1.2B to $1.1B
      Mar 31, 2025 to Mar 27, 2026
    • Accounts · 3,513 to 2,654
      Mar 28, 2024 to Mar 31, 2025
    • Charity clients · 21 to 19
      Mar 28, 2024 to Mar 31, 2025
    • Corporate clients · 20 to 17
      Mar 28, 2024 to Mar 31, 2025
    • HNW clients · 359 to 633
      Mar 28, 2024 to Mar 31, 2025
    • Individual clients · 1,876 to 2,019
      Mar 28, 2024 to Mar 31, 2025
    • Pension plan clients · 26 to 3
      Mar 28, 2024 to Mar 31, 2025
    • Financial planning clients · 26-50 to 26-50
      Mar 28, 2024 to Mar 31, 2025
    • Discretionary RAUM · $469M to $622M
      Mar 28, 2024 to Mar 31, 2025
    • HNW RAUM · $413M to $489M
      Mar 28, 2024 to Mar 31, 2025
    • Individual RAUM · $521M to $610M
      Mar 28, 2024 to Mar 31, 2025
    • Non-discretionary RAUM · $603M to $531M
      Mar 28, 2024 to Mar 31, 2025
    • Pension RAUM · $83.2M to $806,149
      Mar 28, 2024 to Mar 31, 2025
    • RAUM · $1.1B to $1.2B
      Mar 28, 2024 to Mar 31, 2025
    • Wrap assets (sponsor) · $1.1B to $1.2B
      Mar 28, 2024 to Mar 31, 2025
    • Accounts · 3,230 to 3,513
      Jan 2, 2024 to Mar 28, 2024
    • Charity clients · 15 to 21
      Jan 2, 2024 to Mar 28, 2024
    • Corporate clients · 15 to 20
      Jan 2, 2024 to Mar 28, 2024
    • HNW clients · 358 to 359
      Jan 2, 2024 to Mar 28, 2024
    • Individual clients · 1,713 to 1,876
      Jan 2, 2024 to Mar 28, 2024
    • Pension plan clients · 22 to 26
      Jan 2, 2024 to Mar 28, 2024
    • Discretionary RAUM · $485M to $469M
      Jan 2, 2024 to Mar 28, 2024
    • HNW RAUM · $356M to $413M
      Jan 2, 2024 to Mar 28, 2024
    • Individual RAUM · $416M to $521M
      Jan 2, 2024 to Mar 28, 2024
    • Non-discretionary RAUM · $459M to $603M
      Jan 2, 2024 to Mar 28, 2024
    • Pension RAUM · $126M to $83.2M
      Jan 2, 2024 to Mar 28, 2024
    Signals
    9 dated events
    • Cornelius Willem Boerkoel left Centennial Securities Company Inc for Regal Investment Advisors Llc (registered 2025-12-11)
      Dec 11, 2025 · Advisor changed firm · fact
    • Robert Jerry Boerkoel left Centennial Securities Company Inc for Regal Investment Advisors Llc (registered 2025-12-11)
      Dec 11, 2025 · Advisor changed firm · fact
    • 2 advisors left Centennial Securities Company Inc (Jenison, MI) for Regal Investment Advisors LLC on the same day
      Dec 11, 2025 · Team lift-out · derived
    • Seth Christian Hiemstra left Centennial Securities Company Inc for Swan Global Investments, Llc (registered 2023-07-28)
      Sep 24, 2022 · Advisor changed firm · fact
    • Bobby Tsironis left Centennial Securities Company Inc for Burnham & Company Llc (registered 2022-09-14)
      Sep 13, 2022 · Advisor changed firm · fact
    • Centennial Securities Company Inc reported RAUM $731.9M, up 39% from $525.0M (2020-02-04 to 2020-03-26)
      Mar 26, 2020 · RAUM change · derived
    • Centennial Securities Company Inc reported RAUM $536.2M, up 41% from $379.5M (2018-01-04 to 2018-03-28)
      Mar 28, 2018 · RAUM change · derived
    • Centennial Securities Company Inc reported 35 state-registered advisory representatives, up from 19 (2018-01-04 to 2018-03-28)
      Mar 28, 2018 · Advisor headcount change · derived
    • Centennial Securities Company Inc filed its initial SEC registration (Form ADV)
      Aug 31, 2015 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business email
    info@centennialsec.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business email
    andy@centennialsec.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business email
    ann@centennialsec.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business email
    annie@centennialsec.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business email
    barb@centennialsec.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business email
    dan@centennialsec.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business email
    don@centennialsec.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business email
    elizabeth@centennialsec.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business email
    heather@centennialsec.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business email
    ingrid@centennialsec.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business email
    jim@centennialsec.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business email
    joe@centennialsec.comreportedpublished by the firm, firm site, Sep 15, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $35.1Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026