A complete list of active advisors currently associated with Centennial Advisors, LLC

Warmer can help you find a great advisor at Centennial Advisors, LLC or one who fits your needs even better.

Centennial Advisors, LLC provides investment management, financial planning, and related services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate entities. The firm also offers income tax preparation through licensed CPAs, subscription financial planning, and access to private investment vehicles available to qualified investors. The firm’s investment process centers on fundamental analysis and long-term strategies, with each client receiving a written Investment Policy Statement that documents goals, tax considerations, and risk tolerance; accounts are typically managed on a discretionary basis. Centennial conducts due diligence before selecting third‑party advisers, may allocate client assets to proprietary or affiliated private funds, and uses model allocations alongside tailored recommendations. What is most distinctive in the brochure is the firm’s integration of insurance and wrap-fee offerings into its advisory business: an affiliated insurance agency (CA Financial, LLC) sells annuities and other insurance products, and the firm discloses that its financial professionals spend roughly half of their time on insurance-related sales and may receive commission compensation. Centennial also participates in a wrap fee program, directs clients to specific third‑party platforms (including AE Wealth Management) for discretionary management and trade processing, and discloses affiliated private fund interests—conflicts and limitations the brochure identifies for client consideration.

To learn more about the advisors currently working at Centennial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.