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Jonathan Thomas Torbet

Centennial Wealth Advisory, LLC

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About Jonathan Thomas Torbet

Jonathan Thomas Torbet is an investment advisor representative at Centennial Wealth Advisory, LLC. Jonathan has been with Centennial Wealth Advisory since 2011, and their firm is located in Traverse City, Michigan. Jonathan is registered with the state of Michigan and has passed the Uniform Investment Adviser Law Examination. Jonathan specializes in providing financial planning and portfolio management services to individuals and families.

Firm Information

Jonathan Torbet 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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Jonathan Torbet’s Registration & Firm History

MI

03/09/2012 - Present

Centennial Wealth Advisory, LLC (TRAVERSE CITY MI)

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Licenses & Designations

IA

Issued 03/05/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Thomas Torbet.
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