Arndt Poelling, financial advisor Ithaca NY

Arndt Poelling

CRD Number: 4948354
Current Firm: Centennial Wealth Management Inc.

Arndt Poelling (CRD# 4948354) is an Investment Advisor Representative working at Centennial Wealth Management Inc. in Ithaca, NY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Centennial Wealth Management Inc. Ithaca, NY Nov 2011 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2005
S65 NASAA Investment Advisors Law Examination May 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Arndt (. Poelling
Phone Number: 607-398-2040
Registered State(s):
  • CO
  • NY
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $219,723
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, NY

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