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Luke Leonard Mooi

CENTENNIAL WEALTH ADVISORY, LLC·TRAVERSE CITY, Michigan
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701 THIRD STREET, TRAVERSE CITY, MI 49684CRD# 6652973Firm CRD# 138054
01

About

Luke Leonard Mooi is a registered financial advisor based in TRAVERSE CITY, Michigan, affiliated with CENTENNIAL WEALTH ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
CENTENNIAL WEALTH ADVISORY, LLC
CENTENNIAL WEALTH ADVISORY, LLC
AUM
$245M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at CENTENNIAL WEALTH ADVISORY, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6652973
Firm CRD# 138054
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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