Centaurus Financial, Inc.

Centaurus Financial, Inc. (CRD# 30833) is a financial advisory firm headquartered in Anaheim, CA. They manage $5,212,001,329 in 30,814 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,212
    MILLION
  • Total Number of Accounts
    30,814
    ACCOUNTS
  • Average Account Value
    $169,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Centaurus Financial, Inc.
Showing 151 - 160 of 418 top financial advisors.
151
William R. Jontz
CRD#: 1157175
Hendersonville, TN

William Jontz (CRD# 1157175) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Hendersonville, TN and has over 40 years of experience in the finance industry.

152
Dwayne H. Kappell
CRD#: 2159603
123 Nw 4th Street, Suite #301, Evansville, IN 47708

Dwayne Kappell (CRD# 2159603) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Evansville, IN and has over 32 years of experience in the finance industry.

153
Patricia M. Kappen
CRD#: 3190240
Westlake Village, CA

Patricia Kappen (CRD# 3190240) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Westlake Village, CA and has over 25 years of experience in the finance industry.

154
Steven W. Kapsimalis
CRD#: 1077522
2300 E. Katella Avenue, Suite #200, Anaheim, CA 92806

Steven Kapsimalis (CRD# 1077522) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Anaheim, CA and has over 41 years of experience in the finance industry.

155
Robert I. Kassel
CRD#: 1473673
Naples, FL

Robert Kassel (CRD# 1473673) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Naples, FL and has over 38 years of experience in the finance industry.

156
James C. Kieckhafer
CRD#: 3162088
6201 Oak Canyon Drive, Suite #200, Irvine, CA 92618

James Kieckhafer (CRD# 3162088) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Irvine, CA and has over 25 years of experience in the finance industry.

157
Carl R. Kielbasa
CRD#: 5669690
7877 Mackinaw Trail, Cadillac, MI 49601

Carl Kielbasa (CRD# 5669690) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Cadillac, MI and has over 14 years of experience in the finance industry.

158
Colin R. Kilpatrick
CRD#: 5679423
5999-b Ridge View Street, Camarillo, CA 93012

Colin Kilpatrick (CRD# 5679423) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Camarillo, CA and has over 14 years of experience in the finance industry.

159
Mike R. Kilpatrick
CRD#: 1278618
5999-b Ridge View Street, Camarillo, CA 93012

Mike Kilpatrick (CRD# 1278618) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Camarillo, CA and has over 21 years of experience in the finance industry.

160
Derrick K. Kim
CRD#: 5418179
Mililani, HI

Derrick Kim (CRD# 5418179) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Mililani, HI and has over 16 years of experience in the finance industry.

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