Centennial Wealth Advisory, LLC

Centennial Wealth Advisory, LLC (CRD# 138054) is a financial advisory firm headquartered in Traverse City, MI. They manage $244,763,631 in 2,397 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    245
    MILLION
  • Total Number of Accounts
    2,397
    ACCOUNTS
  • Average Account Value
    $102,112
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, LA, MI, TX

Financial Advisors at Centennial Wealth Advisory, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Arthur R. Canfield
CRD#: 6325487
701 Third Street, Traverse City, MI 49684

Arthur Canfield (CRD# 6325487) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Traverse City, MI and has over 9 years of experience in the finance industry.

2
Nicholas D. Greenman
CRD#: 7067274
701 Third Street, Traverse City, MI 49684

Nicholas Greenman (CRD# 7067274) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Traverse City, MI and has over 5 years of experience in the finance industry.

3
Jack C. Klunder
CRD#: 6973686
701 Third Street, Traverse City, MI 49684

Jack Klunder (CRD# 6973686) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Traverse City, MI and has over 5 years of experience in the finance industry.

4
Luke L. Mooi
CRD#: 6652973
701 Third Street, Traverse City, MI 49684

Luke Mooi (CRD# 6652973) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Traverse City, MI and has over 7 years of experience in the finance industry.

5
Jonathan T. Torbet
CRD#: 4933749
701 Third Street, Traverse City, MI 49684

Jonathan Torbet (CRD# 4933749) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Traverse City, MI and has over 12 years of experience in the finance industry.

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