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Thomas Arndt Poelling

CENTENNIAL WEALTH MANAGEMENT INC.·ELMIRA, New York
Series 7, Series 66Clean record17 years registeredCENTENNIAL WEALTH MANAGEMENT INC.
462 WEST CHURCH STREET, ELMIRA, NY 14901CRD# 5636293Firm CRD# 159381

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Arndt Poelling · ELMIRA, NY
Registration
CRD #5636293 · CENTENNIAL WEALTH MANAGEMENT INC. · 17 years registered
Brand Profile
Not yet started
01

Career History

CENTENNIAL WEALTH MANAGEMENT INC.
Dec 2017 – present
CENTENNIAL WEALTH MANAGEMENT INC.
Apr 2012 – Dec 2015
ELMIRA, NY
IC ADVISORY SERVICES, INC.
Mar 2009 – Aug 2011
ELMIRA, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · March 24, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CENTENNIAL WEALTH MANAGEMENT INC.
CRD 159381 · SEC 801-72851
AUM
$11M
Regulatory assets under management
Employees
1
91 client accounts
Services offered by CENTENNIAL WEALTH MANAGEMENT INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CENTENNIAL WEALTH MANAGEMENT INC. →
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05

Frequently Asked Questions

What services does Thomas Arndt Poelling offer?
Thomas Arndt Poelling specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ELMIRA, New York for a consultation.
What are Thomas Arndt Poelling's credentials?
Thomas Arndt Poelling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Arndt Poelling located?
Thomas Arndt Poelling is based in ELMIRA, New York, working with CENTENNIAL WEALTH MANAGEMENT INC.. Their office serves clients in the ELMIRA metropolitan area and surrounding communities.
How does Thomas Arndt Poelling charge for services?
Thomas Arndt Poelling's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CENTENNIAL WEALTH MANAGEMENT INC.?
CENTENNIAL WEALTH MANAGEMENT INC. has approximately 1 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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