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Centennial Wealth Advisory, LLC

Headquartered in TRAVERSE CITY, MI

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Firm Information

Centennial Wealth Advisory, LLC is a registered investment advisor based in Traverse City, MI. The firm manages approximately $311 million in assets for 2,723 clients, primarily individuals and some pension plans. They offer a variety of financial planning and advisory services, including portfolio management for individuals and businesses, as well as assistance with selecting other advisors.

Centennial Wealth Advisory, LLC

701 THIRD STREET

TRAVERSE CITY, MI 49684

$311.06M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CENTENNIAL WEALTH ADVISORY, LLC has a total of 1 branch locations across the country.
location

TRAVERSE CITY, MI

Advisors at Centennial Wealth Advisory, LLC

View All 8 Advisors
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Ashley Sue Smith

RA

TRAVERSE CITY, MI

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Arthur Rolland Canfield

RA

TRAVERSE CITY, MI

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Jack Calvin Klunder

RA

TRAVERSE CITY, MI

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Nicholas Duane Greenman

RA

TRAVERSE CITY, MI

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Jonathan Thomas Torbet

RA

TRAVERSE CITY, MI

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Joseph Denzel Carpenter

CFP®, RA

TRAVERSE CITY, MI

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Virgil Lewis Hughes

RA

TRAVERSE CITY, MI

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Luke Leonard Mooi

RA

TRAVERSE CITY, MI

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Disclosures

There are no public disclosures for Centennial Wealth Advisory, LLC.

Frequently Asked Questions (9)

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