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Ashley Sue Sheffer

Centennial Wealth Advisory, LLC

Traverse City, MI

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Current Employers
Centennial Wealth Advisory, Llc

701 Third Street, Traverse City, MI 49684 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-08-12
  • MI RA
    APPROVED
    Since 2024-08-12

Branch Locations

701 Third Street, Traverse City, MI 49684 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Concorde Financial Group Troy MI 04/2014 04/2019
Shipt Traverse City MI 08/2018 03/2019
Centennial Wealth Avisory Traverse City MI 05/2019 Present
Centennial Wealth Advisory, Llc Traverse City MI 05/2019 Present
  • 04/2014 → 04/2019
    Concorde Financial Group
    Troy, MI
  • 08/2018 → 03/2019
    Shipt
    Traverse City, MI
  • 05/2019 → Present
    Centennial Wealth Avisory
    Traverse City, MI
  • 05/2019 → Present
    Centennial Wealth Advisory, Llc
    Traverse City, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-08
  • S65 Uniform Investment Adviser Law Examination
    2024-08-08
Other Names
  • Ashley Sue Smith

View on SEC IAPD

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PFS INVESTMENTS INC.

Other Investors

DEBORAH ANN ALICE
Kevin Edwin Dunklow
BUZ EDWARD ZAMARRON
JONATHAN B. RICKS
STEVEN AUSTIN YENSHAW
TERRY LEE FROEBER
ROBERT JOSEPH FENTON
BARBARA SUE SHELLMAN

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · TRAVERSE CITY, MI
UP NORTH FINANCIAL, LLC · TRAVERSE CITY, MI
CHARLES SCHWAB & CO., INC. · Traverse City, MI
REHMANN WEALTH · TRAVERSE CITY, MI
G. A. REPPLE & COMPANY · Traverse City, MI
INDEPENDENT WEALTH MANAGEMENT, LLC · TRAVERSE CITY, MI
CHERRY TREE WEALTH MANAGEMENT, LLC · Traverse City, MI
PFS INVESTMENTS INC. · TRAVERSE CITY, MI

More in Traverse City, MI

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