Ashley Sue Sheffer
Investment adviser representative at Centennial Wealth Advisory, LLC
12 yearsExperience
1 stateRegistered in
$397.1MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Centennial Wealth Advisory, LLCMay 2019 to now
- Centennial Wealth AvisoryMay 2019 to now
- ShiptAug 2018 to Mar 2019
- Concorde Financial GroupApr 2014 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
Centennial Wealth Advisory, LLC
$397.1MAssets managed
1,354Clients
10Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6697751
- Firm CRD
- 138054