Centennial Wealth Advisory, LLC
Centennial Wealth Advisory, LLC (CRD# 138054) is a financial advisory firm headquartered in Traverse City, MI. They manage $244,763,631 in 2,397 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management245MILLION
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Total Number of Accounts2,397ACCOUNTS
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Average Account Value$102,112
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IL, LA, MI, TX
Arthur Canfield (CRD# 6325487) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Traverse City, MI and has over 9 years of experience in the finance industry.
Nicholas Greenman (CRD# 7067274) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Traverse City, MI and has over 5 years of experience in the finance industry.
Jack Klunder (CRD# 6973686) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Traverse City, MI and has over 5 years of experience in the finance industry.
Luke Mooi (CRD# 6652973) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Traverse City, MI and has over 7 years of experience in the finance industry.
Jonathan Torbet (CRD# 4933749) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Traverse City, MI and has over 12 years of experience in the finance industry.