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Chad Centorbi

Advisor at Centorbi Financial Group, Inc.

Updated today
Centorbi Financial Group, Inc. logo

Firm

Centorbi Financial Group, Inc.

Location

O'fallon, MO 63368

Credentials

Series 63, Series 65

Industry experience

26 years

About

Chad Centorbi is the principal of Centorbi Financial Group, Inc., an independent advisory firm based in O'Fallon, Missouri. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including seven years at Silver Oak Securities, Inc. Outside of his advisory work, Centorbi serves on the investment committee for the Academy of the Sacred Heart School endowment fund and leads a tax and consulting business. Centorbi Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, offering managed accounts with discretionary and non-discretionary options. The firm’s investment approach includes asset allocation, dollar-cost averaging, and both long- and short-term holdings, with client portfolios held at an independent custodian.

Client services

Based on Centorbi Financial Group, Inc.

Financial planning Portfolio management

Expertise

Based on Centorbi Financial Group, Inc.

Income planning Retirement income strategy General estate planning guidance

Fee options

Fixed

Negotiated fixed fees ranging from $497 to $50,000; one-time setup fee of $497 may be charged

Percentage

$0 - $999,999: 1.20% $1,000,000 - $2,499,999: 0.75% $2,500,000 - $4,999,999: 0.50% $5,000,000 - $9,999,999: 0.40% $10,000,000+: 0.30%

Project-based

$200 to $1,000 per hour

Subscriptions

Negotiated subscription fees ranging from $100 to $5,000 per month or quarter

Other

Account minimum: $250,000 Fee-only: Negotiated fixed fee, hourly fees, or subscription fees for financial planning services

Location

1001 Boardwalk Springs Place, Suite 111

O'fallon, MO 63368

Most active in

Missouri

Work history

Centorbi Financial Group, Inc.

2018 - Present (8 years)

Silver Oak Securities, Inc

2011 - 2018 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael M

Series 63, Series 65

Chesterfield, MO

Mills Barrington Advisors, LLC.

Passive / index investing Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management
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John L

ChFC®, Series 63

O' Fallon, MO

JM Lotshaw Consulting

Active portfolio management
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Gary C

Series 63, Series 65

Chesterfield, MO

Premier Wealth Advisory Services, Inc.

Active portfolio management
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Matthew D

Series 66

St. Peters, MO

Durham Wealth Management, LLC

General retirement planning General tax planning College savings (529s, UTMA, etc.)
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Stephen P

Series 63, Series 65

Chesterfield, MO

S.P. Parkin & Co

Active portfolio management General estate planning guidance General retirement planning Cash flow / budgeting

Michael D

CFP®, CPA

Cottleville, MO

Peakview Strategies

Too often during my prior time in the financial world, I saw companies that operated under old models that cared only about selling products, offered incomplete solutions and outdated technology that’s out of step with how the world works, or incentivized their employees and affiliates for things not in the client’s best interests. It is my intention that Peakview Strategies will fix those shortcomings and bring a select group of clients a new experience unlike what they’ve read about online when working with a stereotypical financial advisor. I’d love the opportunity to be of service if you like what you see. I believe it’s my mission in life to help you win with your money, and I have the professional experience and expertise to make it happen. I care deeply about my clients and want to be their biggest advocates in their unique missions to make the most of their money. The best compliments I’ve received are those who have expressed their gratitude for guidance to results they didn’t think were possible and for encouragement to keep going to get to those destinations. When not working to benefit my clients or honing my craft, you’ll likely find me traveling, spending quality time with family and friends, or enjoying one of my many other hobbies. I’m an avid follower of sports, love smoking meat and tasting bourbon, drinking coffee and like the historical figure I’d love to meet (Winston Churchill), am easily satisfied with the very best. I do my best to undo all the smoked meat and bourbon by plugging in for some quality time exercising.

Income planning Engineering Professional Gen X (Born 1965-1980)
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