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 63, Series 65
Industry experience
36 years
Steven Burt is a financial advisor with Centaurus Financial, Inc. in Fremont, Michigan, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Centaurus Financial since 2010 and also operates Oosting Burt & Associates, where he provides tax preparation and accounting services. Outside of advisory work, he is involved in several business ventures including a vineyard, a grocery store, and pizza restaurant management. Centaurus Financial, Inc. offers advisory services through a network of independent representatives serving individuals, families, businesses, and institutions. The firm provides financial planning, investment management, and access to third-party money managers, employing both fundamental and technical analysis with a variety of portfolio management strategies.
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.
2010 - Present (16 years)
Oosting Burt & Associates
1990 - Present (36 years)
Steven D Burt, Enrolled Agent
1983 - Present (43 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 65
N. Muskegan, MI
Brookstone Capital Management LLC
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