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KW

Kevin E. Wade

CENTENNIAL ADVISORS
SALADO, TX 76571
Some features on this profile are disabled
CRD#: 5831773
KW

Professional summary


Kevin Eugene Wade is a registered financial advisor currently at CENTENNIAL ADVISORS, LLC located in Salado, Texas.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kevin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kevin Eugene Wade'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®
None

Experience


Current

April 4, 2019 - Present

CENTENNIAL ADVISORS, LLC

Office #1: 417 N. Main Suite 103, Salado, TX 76571
RIA
CRD#: 290778
SALADO, TX
Past

June 30, 2016 - May 3, 2019

CENTENNIAL WEALTH ADVISORY, LLC

RIA
CRD#: 138054
TRAVERSE CITY, MI

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".
CA
CENTENNIAL ADVISORS, LLC
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)

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
(4/4/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/30/2016
Uniform Investment Adviser Law Examination

Current Firm


CA
CENTENNIAL ADVISORS, LLC
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
16

SEC notice filing (5 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

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

Regulatory assets under management


Total Number of Accounts981
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.

Company Information


CENTENNIAL ADVISORS, LLC

CRD#: 290778Salado, TX 76571

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