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Luke Leonard Mooi

Centennial Wealth Advisory, LLC

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About Luke Leonard Mooi

Luke Mooi is a financial advisor with Centennial Wealth Advisory, LLC, in Traverse City, Michigan. Luke has been working in the financial services industry since April 2014. He holds a Series 65 license. Centennial Wealth Advisory, LLC offers financial planning and investment management services to individuals and families. The firm has a long history of providing personalized financial advice and is committed to helping its clients achieve their financial goals.

Firm Information

Luke Mooi 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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Luke Mooi’s Registration & Firm History

MI

06/30/2016 - Present

Centennial Wealth Advisory, LLC (TRAVERSE CITY MI)

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Licenses & Designations

IA

Issued 06/28/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Luke Leonard Mooi.
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