Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Centennial Wealth Advisory, LLC financial advisors in Traverse City, MI

Every SEC-registered investment adviser representative at a Centennial Wealth Advisory, LLC office in Traverse City, A to Z.

The short answer

8 registered advisors work at Centennial Wealth Advisory, LLC in Traverse City, out of 8 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Centennial Wealth Advisory, LLC advisors in Traverse City, A to Z

Every Centennial Wealth Advisory, LLC advisor →

Centennial Wealth Advisory, LLC advisors in every city and state →Centennial Wealth Advisory, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Traverse City

All Traverse City advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 17LPL Financial LLC 15Wells Fargo Clearing Services, LLC 13Raymond James & Associates, Inc. 11Ameriprise Financial Services, LLC 9Edward Jones 9Robert W. Baird & Co. Incorporated 9Stifel, Nicolaus & Company, Incorporated 9Old Mission Investment Company, LLC 8J.P. Morgan Securities LLC 7Morgan Stanley 6State Farm Investment Management Corp. 6

Questions

How many financial advisors does Centennial Wealth Advisory, LLC have in Traverse City?

8 investment adviser representatives are registered at Centennial Wealth Advisory, LLC offices in Traverse City, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Centennial Wealth Advisory, LLC one of the largest advisor employers in Traverse City?

Centennial Wealth Advisory, LLC ranks number 9 in Traverse City by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 17.

How do I check a Centennial Wealth Advisory, LLC advisor in Traverse City?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Centennial Wealth Advisory, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.