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Ashley Sue Smith

Centennial Wealth Advisory, LLC

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About Ashley Sue Smith

Ashley Smith is an investment advisor representative registered with Centennial Wealth Advisory, LLC in Traverse City, MI. Ashley Smith is licensed in Michigan. Ashley Smith has been in the industry since 2014. Centennial Wealth Advisory, LLC provides financial advice to individuals, corporations and businesses, charitable organizations, pension and profit sharing plans, and state or municipal government entities.

Firm Information

Ashley Smith is currently registered with Centennial Wealth Advisory, LLC. 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.

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Ashley Smith’s Registration & Firm History

MI

08/12/2024 - Present

Centennial Wealth Advisory, LLC (TRAVERSE CITY MI)

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Licenses & Designations

IA

Issued 08/08/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ashley Sue Smith.
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