Nicholas Duane Greenman

Current Employers

Employment History

• 02/2019 → Present
  Centennial Wealth Advisory, Llc
  Traverse City, MI
• 11/2018 → Present
  Centennial Wealth Advisory
  Traverse City, MI
• 01/2011 → 11/2018
  Garland Lodge And Golf Resort
  Lewiston, MI

Other Businesses

Licensed Insurance Agent (Producer); CWA Financial LLC - Insurance Agency; investment related: Yes; Location: 701 Third Street Traverse City Michigan 49684 United States; Description of the business: Nick is a licensed insurance agent. From time to time, he will offer clients advice on products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest as commionable products conflict with the fiduciary duties of an RIA. Centennial Wealth Advisory LLC always acts in the best interest of the client, including the sale of commissionabled products to advisory clients. Clients are in now way required to utilize the services of any representatives of CWA LLC in such an indiviuals outsides capacitys. ; Responsibilities Duties: selling insurance products to clients in the state of Michigan and all other licensed jurisdictions.; Start date with business: 2018-11-01; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 50;

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-03