Unclaimed Profile

Jonathan Thomas Torbet

CENTENNIAL WEALTH ADVISORY, LLC·TRAVERSE CITY, Michigan

Series 65Clean record14 years registeredCENTENNIAL WEALTH ADVISORY, LLC

701 THIRD STREET, TRAVERSE CITY, MI 49684CRD# 4933749Firm CRD# 138054

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Thomas Torbet · TRAVERSE CITY, MI

Registration

CRD #4933749 · CENTENNIAL WEALTH ADVISORY, LLC · 14 years registered

Brand Profile

Not yet started

Career History

CENTENNIAL WEALTH ADVISORY, LLC

Mar 2012 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 9, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CENTENNIAL WEALTH ADVISORY, LLC

CRD 138054 · SEC 801-113464

AUM

$245M

Regulatory assets under management

Employees

2,397 client accounts

Services offered by CENTENNIAL WEALTH ADVISORY, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CENTENNIAL WEALTH ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Thomas Torbet offer?

Jonathan Thomas Torbet specializes in Investment Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.

What are Jonathan Thomas Torbet's credentials?

Jonathan Thomas Torbet is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Thomas Torbet located?

Jonathan Thomas Torbet is based in TRAVERSE CITY, Michigan, working with CENTENNIAL WEALTH ADVISORY, LLC. Their office serves clients in the TRAVERSE CITY metropolitan area and surrounding communities.

How does Jonathan Thomas Torbet charge for services?

Jonathan Thomas Torbet's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CENTENNIAL WEALTH ADVISORY, LLC?

CENTENNIAL WEALTH ADVISORY, LLC has approximately 13 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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