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Centennial Wealth Advisory, LLC CRD 138054
$397M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
701 Third Street, Traverse City, MI 49684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hantz Financial Services | Southfield | MI | 06/2014 | 12/2022 |
| Personal Capital Advisors Corporation | Traverse City | MI | 01/2023 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 04/2023 | 08/2023 |
| Centennial Wealth Adviosry | Traverse City | MI | 09/2023 | Present |
| Centennial Wealth Advisory, Llc | Traverse City | MI | 09/2023 | Present |
Joe is a producer for fixed and indexed annuities under CWA Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-28 |
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