Michael D. Reese

CENTENNIAL ADVISORS

Austin, TX 78730

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CRD#: 2652756

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Reese

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.

Michael D. Reese Consulting, LLC; INVESTMENT RELATED; 4506 WILLIAMS DR, SUITE 115, Georgetown, TX, US, 78633; Consulting Firm; Helping independent financial advisors better serve their clients; 1995-06-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 50. The MKR Group, LLC; investment related; 4506 WILLIAMS DR, SUITE 115, Georgetown, TX, US, 78633; Holding company of Centennial Advisors and Michael Reese Consulting; member; CEO; 2018-01-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Duane Reese's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

March 29, 2018 - Present

CENTENNIAL ADVISORS, LLC

Office #1: 10815 Ranch Road 2222 Bldg 3c Suite 200, Austin, TX 78730

RIA

CRD#: 290778

Austin, TX

Past

January 3, 2014 - April 16, 2014

REAP FINANCIAL GROUP, LLC

RIA

CRD#: 144560

AUSTIN, TX

Past

April 8, 2010 - January 12, 2022

CENTENNIAL WEALTH ADVISORY, LLC

RIA

CRD#: 138054

TRAVERSE CITY, MI

Past

May 21, 2003 - August 1, 2006

GENEOS WEALTH MANAGEMENT, INC.

CRD#: 120894

TRAVERSE CITY, MI

Past

July 19, 2001 - May 21, 2003

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

February 25, 1999 - August 20, 2001

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

August 29, 1995 - August 21, 2001

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CENTENNIAL ADVISORS, LLC

CRD#: 290778 / SEC#: 801-122886

RIA

Registered Investment Advisory firm - (12/16/2021 Approved)

Texas

Registered Investment Advisory firm - (1/31/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(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

State Security Law Exam

IAR

Series 65

Date: 11/6/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/20/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/16/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/28/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/13/2003

General Securities Principal Examination

Current Firm

CENTENNIAL ADVISORS, LLC

CRD#: 290778 / SEC#: 801-122886

RIA

Registered Investment Advisory firm - (12/16/2021 Approved)

Texas

Registered Investment Advisory firm - (1/31/2022 Terminated)

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Contact information

Main Address

10815 Ranch Road 2222 Bldg 3c Suite 200, Austin, TX 78730

Mailing Address

Phone number

(512) 265-5000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CENTENNIAL ADVISORS WRAP FEE BROCHURE (5/2/2025)

FORM ADV PART 2A (5/2/2025)

Regulatory assets under management

Total Number of Accounts	981
AUM (Assets Under Management)	$ 169,816,405

Red Flags

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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Michael D. Reese

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Duane Reese's CRS (Customer Relationship Summary).

Certified licenses

Experience

REAP FINANCIAL GROUP, LLC

CENTENNIAL WEALTH ADVISORY, LLC

GENEOS WEALTH MANAGEMENT, INC.

COMMONWEALTH FINANCIAL NETWORK

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

CENTENNIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/6/2000

Series 63

Date: 3/20/1999

Series 7

Date: 1/16/2001

Series 6

Date: 8/28/1995

Series 24

Date: 5/13/2003

Current Firm

CENTENNIAL ADVISORS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CENTENNIAL ADVISORS, LLC

TRUST BUT VERIFY

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