Unclaimed Profile

Luke Leonard Mooi

CENTENNIAL WEALTH ADVISORY, LLC·TRAVERSE CITY, Michigan

Series 65Clean record10 years registeredCENTENNIAL WEALTH ADVISORY, LLC

701 THIRD STREET, TRAVERSE CITY, MI 49684CRD# 6652973Firm CRD# 138054

Profile Verification

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

Identity

Luke Leonard Mooi · TRAVERSE CITY, MI

Registration

CRD #6652973 · CENTENNIAL WEALTH ADVISORY, LLC · 10 years registered

Brand Profile

Not yet started

Career History

CENTENNIAL WEALTH ADVISORY, LLC

Jun 2016 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 30, 2016

Years registered · 10

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 Luke Leonard Mooi offer?

Luke Leonard Mooi specializes in Investment Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.

What are Luke Leonard Mooi's credentials?

Luke Leonard Mooi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Luke Leonard Mooi located?

Luke Leonard Mooi 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 Luke Leonard Mooi charge for services?

Luke Leonard Mooi'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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