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
Lake Havasu City, AZ
Credentials
Series 63, Series 65
Industry experience
31 years
$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%
Centaurus Financial Inc.
2023 - Present (3 years)
Crown Capital Securities, Lp
2007 - 2023 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®
Lake Havasu City, AZ
Imagine Financial Services
FINANCIAL CLARITY, EDUCATION, AND PEACE OF MIND FOR WOMEN From one woman to another, I understand the unique challenges you face in having an empowered relationship with your money. I am here to help you navigate your finances, no matter what your stage of life. I CAN’T WAIT TO MEET YOU! Please schedule a complimentary, no-obligation first appointment. This gives us the chance to chat, get to know one another, and determine if my services are going to be a good fit for you You can reach me directly with an email to mnolte@imaginefinancialservices.com, give me a call at (760) 472-5155, or tap that big blue button to the left that reads "Contact Marianne Nolte". Best regards, Marianne M Nolte, CFP® Imagine Financial Services www.imaginefinancialservices.com Read Marianne's blog posts here: https://www.imaginefinancialservices.com/blog
Series 66
Lake Havasu City, AZ
Edward Jones
Series 66
Lake Havasu City, AZ
Edward Jones
Series 66
Lake Havasu City, AZ
Edward Jones
CFP®, Series 63, Series 66
Lake Havasu City, AZ
Edward Jones
Series 66
Lake Havasu City, AZ
Edward Jones
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