Centennial Wealth Advisory LLC
Legal Name: CENTENNIAL WEALTH ADVISORY, LLC
Full Contact Details
Centennial Wealth Advisory LLC
701 THIRD STREET, TRAVERSE CITY, MI
231-995-9575
231-995-9673
Other Info
Centennial Wealth Advisory LLC, a Michigan Limited Liability Company, employs 12 individuals, with half fulfilling advisory roles. Although the exact number of clients served is unknown, the firm's SEC status is currently approved, with a registration date of June 18, 2018.
Centennial Wealth Advisory – Centennial Wealth Advisory Website
Skip to content231.995.9575 Form CRS MenuFinancial ServicesPreserve WealthGenerate IncomeTax PlanningEstate PlanningOur TeamAttend an EventRetiring Well TVVlogSchedule a MeetingContact UsClient LoginDownload Form CRS Menu×Financial ServicesPreserve WealthGenerate IncomeTax PlanningEstate PlanningOu…
Centennial Wealth Advisory – Centennial Wealth Advisory Website
Skip to content231.995.9575 Form CRS MenuFinancial ServicesPreserve WealthGenerate IncomeTax PlanningEstate PlanningOur TeamAttend an EventRetiring Well TVVlogSchedule a MeetingContact UsClient LoginDownload Form CRS Menu×Financial ServicesPreserve WealthGenerate IncomeTax PlanningEstate PlanningOu…
Direct Owners
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ARTHUR ROLLAND CANFIELD
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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JONATHAN THOMAS TORBET
MEMBER owns more than 25% but less than 50%
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LAWRENCE DAVID FLYNN
MEMBER owns more than 25% but less than 50%
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MICHAEL DUANE REESE
MANAGING MEMBER owns more than 25% but less than 50%
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LUKE LEONARD MOOI
CHIEF COMPLIANCE OFFICER owns less than 5%