CENTENNIAL WEALTH ADVISORY, LLC

TRAVERSE CITY, Michigan·4 registered advisors·CRD# 138054
SEC# 801-1134643231-995-9575
01

Firm Overview

AUM
$245M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment Management
04

Advisors at CENTENNIAL WEALTH ADVISORY, LLC

4 registered advisors
Arthur Rolland Canfield
TRAVERSE CITY, Michigan
Jonathan Thomas Torbet
TRAVERSE CITY, Michigan
Lawrence David Flynn
TRAVERSE CITY, Michigan
Luke Leonard Mooi
TRAVERSE CITY, Michigan
05

Office Locations

TRAVERSE CITY, Michigan
4 advisors

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Data sourced from SEC Form ADV filings. CENTENNIAL WEALTH ADVISORY, LLC (CRD# 138054) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.