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Carl Kielbasa

Advisor at Centaurus Financial, Inc.

Credentials

Series 63, Series 66

Centaurus Financial, Inc. logo

Firm

Centaurus Financial, Inc.

Location

Cadillac, MI 49601

Work history

Centaurus Financial Inc.

2017 - Present (9 years)

LeBaron Financial Group

2016 - 2017 (1 year)

Harbour Investments, Inc

2016 - 2017 (1 year)

Fifth Third Securities

2012 - 2016 (4 years)

Fifth third bank

2012 - 2016 (4 years)

Kyle H

Series 66

Cadillac, MI

Edward Jones

General retirement planning General estate planning guidance

Neal S

CFP®, Series 66

Cadillac, MI

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Business ownership considerations General estate planning guidance Founder/Business Owner

Roxanne H

Series 66

Cadillac, MI

Merrill

Roxanne Hunter is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined the Kulhavi Team in 2013, bringing with her extensive experience from a prior career as Vice President and CFO of a national engineering firm. Roxanne focuses on managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, and retirement income. With more than a decade in financial services, Roxanne employs a goals-based approach to wealth management that emphasizes comprehensive and personalized financial strategies. Her expertise encompasses investment, financial, estate, tax minimization, and liability planning tailored to high net worth individuals and families. She holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Roxanne earned her bachelor’s degree from Central Michigan University. Based in Cadillac since 1986, Roxanne lives with her husband, Scott, where they raised their three children. Outside of her professional work, she enjoys boating, golfing, reading, and spending time with her family.

Wealth management Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy Women Professionals
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Devin G

Series 63, Series 65

Lake City, MI

State Farm Investment Management Corp.

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Robert G

Series 63, Series 65

Cadillac, MI

Centaurus Financial, Inc.

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Todd H

Series 63, Series 66

Cadillac, MI

FIFTH THIRD SECURITIES, Inc.

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