Carol Blunk, financial advisor Chicago IL
93 score

Carol Blunk

CRD Number: 1981165
Current Firm: Centennial Securities Company Inc.

Carol Blunk (CRD# 1981165) is an Investment Advisor Representative working at Centennial Securities Company Inc. in Chicago, IL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Centennial Securities Company, Inc. Chicago, IL Jun 2016 - Current < 1
Envestnet Asset Management Chicago, IL Apr 2013 - Current 3
Portfolio Brokerage Services Chicago, IL Apr 2013 - Current 3
Grafton Engineering Burr Ridge, IL Feb 2013 - Apr 2013 < 1
Law Resources, Inc. Chicago, IL Oct 2012 - Nov 2012 < 1
Linder Legal Staffing Chicago, IL Sep 2012 - Sep 2012 < 1
Roosevelt University Chicago, IL Jan 2012 - Jun 2012 < 1
Vestor Capital Partners, LLC Chicago, IL Oct 2010 - Jan 2012 1
Vestor Capital Securities, LLC Chicago, IL Oct 2010 - Jan 2012 1
Vestor Capital Securities Corporation Chicago, IL Jul 2005 - Oct 2010 5
Vestor Capital Corporation Chicago, IL Mar 2005 - Oct 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
S65 NASAA Investment Advisors Law Examination Nov 2006
Contact Info for Carol D. Blunk
Phone Number: 616-942-7680
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    298
    MILLIONS
  • Total Number of Accounts
    838
    ACCOUNTS
  • Average Account Value
    $355,952
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO, FL, GA, IL, IN, MI, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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