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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.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
03/09/2012 - Present
Centennial Wealth Advisory, LLC (TRAVERSE CITY MI)
IA
Issued 03/05/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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