Michael Duane Reese
CFP®Professional Summary
Michael Duane Reese, CFP®, who also goes by Mike Reese, is a registered financial advisor currently at CENTENNIAL ADVISORS, LLC located in Austin, Texas. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Michael has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mike Reese
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
CENTENNIAL ADVISORS, LLC
Contact Information
Main Address
10815 Ranch Road 2222 Bldg 3c Suite 200, Austin, TX 78730Phone Number
(512) 265-5000# of Employees
22SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,188AUM (Assets Under Management)
$237,327,848Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
CENTENNIAL ADVISORS, LLC
State Registrations and Notice Filings
(3/29/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1995About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Duane Reese's CRS (Customer Relationship Summary).
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