Overview

Centennial State Wealth Advisors

Information by Research TrustFinance

https://centennialstatewealth.com/

Centennial State Wealth Advisors is an independent wealth management firm based in Fort Collins, Colorado. Founded by Shane H. Fleener, the company operates on a fiduciary basis, committed to placing clients' best interests first. They specialize in creating comprehensive, personalized financial strategies covering retirement planning, investment management, and wealth preservation for individuals, families, and business owners. The firm is associated with LPL Financial, which serves as its broker-dealer, providing a robust platform for services and compliance.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service