Centennial Wealth Advisory, LLC

Centennial Wealth Advisory, LLC (CRD# 138054) is a financial advisory firm headquartered in Traverse City, MI. They manage $60,000,000 in 700 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    700
    ACCOUNTS
  • Average Account Value
    $85,714
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Centennial Wealth Advisory, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Zachary M. Zager
CRD#: 4281303
3701 Executive Center Drive, Suite 201, Austin, TX 78731
93
Wealthminder
score

Zachary Zager (CRD# 4281303) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Austin, TX and has over 16 years of experience in the finance industry.

2
Luke L. Mooi
CRD#: 6652973
818 Red Drive, Suite 100, Traverse City, MI 49684
90
Wealthminder
score

Luke Mooi (CRD# 6652973) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Traverse City, MI and has 1 year of experience in the finance industry.

3
Jonathan T. Torbet
CRD#: 4933749
818 Red Drive, Suite 100, Traverse City, MI 49684
90
Wealthminder
score

Jonathan Torbet (CRD# 4933749) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Traverse City, MI and has over 4 years of experience in the finance industry.

4
Kevin E. Wade
CRD#: 5831773
818 Red Drive, Suite 100, Traverse City, MI 49684
90
Wealthminder
score

Kevin Wade (CRD# 5831773) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Traverse City, MI and has 1 year of experience in the finance industry.

5
Arthur R. Canfield
CRD#: 6325487
818 Red Drive, Suite 100, Traverse City, MI 49684
88
Wealthminder
score

Arthur Canfield (CRD# 6325487) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Traverse City, MI and has over 2 years of experience in the finance industry.

6
James Currey
CRD#: 6382327
818 Red Drive, Suite 100, Traverse City, MI 49684
88
Wealthminder
score

James Currey (CRD# 6382327) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Traverse City, MI and has over 2 years of experience in the finance industry.

7
Craig E. Cyr
CRD#: 6412897
3701 Executive Center Drive, Suite 201, Austin, TX 78731
88
Wealthminder
score

Craig Cyr (CRD# 6412897) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Austin, TX and has 1 year of experience in the finance industry.

8
Michael D. Reese
CRD#: 2652756
818 Red Drive, Suite 100, Traverse City, MI 49684
86
Wealthminder
score

Michael Reese (CRD# 2652756) is an Investment Advisor Representative working at Centennial Wealth Advisory, LLC in Traverse City, MI and has over 17 years of experience in the finance industry. Michael Reese has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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