Advisor at Centaurus Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Centaurus Financial, Inc.
Location
Fremont, MI 49412
Credentials
Series 66
Industry experience
4 years
Jacob Burt is a financial advisor with Centaurus Financial, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Centaurus Financial in 2023, he worked at Oosting, Burt & Associates LLP, where he also assists clients with tax preparation. Centaurus Financial, Inc. provides advisory services through a network of independent Investment Adviser Representatives to individuals, families, businesses, and institutions, offering financial planning, investment management, and access to third-party money managers.
Based on Centaurus Financial, Inc.
Based on Centaurus Financial, Inc.
$0+: up to 2.25% annually (maximum advisory fee) $25,000+: up to 1.50% annually for Advisory Annuity and Variable Life Management programs $25,000+: 1.35% annually for Adviser-Directed program
Commission may be received on sales of annuities, variable life policies, and alternative investments purchased through affiliated Broker-Dealer; advisory fees waived for 12 months following purchase if commission received
Financial planning and consulting services fees are negotiable and may be charged on an hourly basis, specific rates not stated
Account minimum: $25,000 Fee-only: Negotiable fees, generally asset-based, ranging up to 2.25% annually for most advisory programs; financial planning fees negotiable based on services provided; TPMM advisory fees range from 1.00% to 3.00%
38 E. Sheridan
Fremont, MI 49412
Michigan
Centaurus Financial Inc.
2023 - Present (3 years)
Oosting, Burt & Associates LLP
2021 - Present (5 years)
Royal Alliance Associates, INC.
2020 - 2021 (1 year)
Hantz Group
2019 - 2019 (1 year)
Rent Rite
2016 - 2018 (2 years)
Central Michigan University
2016 - 2019 (3 years)
Grand Valley State University
2015 - 2016 (1 year)
Spanky's Pizza
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 66
Fremont, MI
The Life Group Financial Services
Series 63, Series 65
Fremont, MI
The huntington Investment company
Series 63, Series 65
Fremont, MI
The huntington Investment company
CFP®, Series 63, Series 66
Newaygo, MI
First Heartland Consultants, Inc.
Series 63, Series 65
Fremont, MI
Centaurus Financial, Inc.
Series 63, Series 65
Fremont, MI
Centaurus Financial, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")