Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Denzel Carpenter

Centennial Wealth Advisory, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Denzel Carpenter

Joseph Denzel Carpenter is a financial advisor with Centennial Wealth Advisory, LLC. Joseph is a Certified Financial Planner™ professional. Joseph has been in the financial services industry since 2014 and has extensive experience in investment management and financial planning. Joseph is passionate about helping individuals and families achieve their financial goals. Joseph is committed to providing personalized financial advice and guidance to help clients make informed decisions about their money. Joseph is also a producer for fixed and indexed annuities under CWA Financial.

Firm Information

Joseph Carpenter 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Carpenter’s Registration & Firm History

MI

09/20/2023 - Present

Centennial Wealth Advisory, LLC (TRAVERSE CITY MI)

MI

05/02/2014 - 12/19/2022

HANTZ FINANCIAL SERVICES, INC. (TRAVERSE CITY MI)

Not sure if Joseph Denzel Carpenter is right for you?

Licenses & Designations

BOTH

Issued 05/28/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Denzel Carpenter.
Not sure if Joseph Denzel Carpenter is right for you?