Robert Boerkoel (CRD# 2266176) is an Investment Advisor Representative working at Centennial Securities Company Inc. in Grand Rapids, MI and has over 31 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kent King Securities Company, Inc. | Grand Rapids, MI | Jul 1992 - Current | 31 |
| Boerkoel & Boerkoel, Ltd. | Grand Rapids, MI | Jul 1988 - Current | 35 |
| Royal Securities Company | Grandville, MI | Oct 2003 - Jun 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
- MI
-
Total Assets Under Management1,072MILLIONS
-
Total Number of Accounts3,513ACCOUNTS
-
Average Account Value$305,098
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IL, IN, KS, MI, MO, NC, OH, PA, SC, TN, TX, WA, WI
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