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Jacob Burt

Advisor at Centaurus Financial, Inc.

Updated today

Location

Fremont, MI 49412

Credentials

Series 66

Industry experience

4 years

About

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.

Client services

Based on Centaurus Financial, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Market timing

Expertise

Based on Centaurus Financial, Inc.

Income planning Social Security optimization College savings (529s, UTMA, etc.)

Occupation focus

Based on Centaurus Financial, Inc.

Founder/Business Owner Retired

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Fee options

Percentage

$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

Commissions

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

Project-based

Financial planning and consulting services fees are negotiable and may be charged on an hourly basis, specific rates not stated

Other

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%

Location

38 E. Sheridan

Fremont, MI 49412

Most active in

Indiana · Michigan

Work history

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)

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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Benjamin S

Series 66

Fremont, MI

The Life Group Financial Services

Benjamin Strautmann is a financial advisor with The Life Group Financial Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Compass Credit Union, Raymond James Financial Services Advisors, and Karsten Financial Group. The Life Group Wealth Partners provides discretionary investment management and wealth consulting to individuals, families, corporate executives, business owners, and retirement plans. The firm employs a core/satellite investment strategy combining various asset types and offers services such as portfolio management, retirement-plan design, and educational seminars.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Executive Founder/Business Owner
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Nicholas V

CFP®, Series 63, Series 66

Newaygo, MI

First Heartland Consultants, Inc.

Nicholas Vangeest is a CFP® with 15 years of industry experience, currently serving at First Heartland Consultants, Inc. since 2010. He also has a concurrent role with Drummond Capital. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities, offering financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions.

Annuities Income planning Cash flow / budgeting
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Kyleigh K

Series 63, Series 65

Fremont, MI

The huntington Investment company

Kyleigh Karell is a financial advisor at The Huntington Investment Company with Series 63 and Series 65 credentials and four years of industry experience. Her prior roles include positions at Fidelity Investments, JPMorgan Chase Bank, and Fifth Third Securities. Outside of her advisory work, she is active as a social media affiliate and digital influencer for platforms such as TikTok, Walmart, and Amazon. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets through a model-driven, open-architecture platform and offers specialized program options alongside brokerage, custody, and clearing services.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Ryan H

Series 63, Series 65

Fremont, MI

The huntington Investment company

Ryan Hill is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at VOYA Financial Advisors from 2014 to 2016 before joining Huntington in 2016. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets. The firm operates an open-architecture, model-driven platform that integrates third-party sub-managers and proprietary models, offering specialized programs and overlay services such as tax management and impact/ESG strategies.

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Steven B

Series 63, Series 65

Fremont, MI

Centaurus Financial, Inc.

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.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
user avatar

Scott O

Series 63, Series 65

Fremont, MI

Centaurus Financial, Inc.

Scott Oosting is a financial advisor with Centaurus Financial, Inc. in Fremont, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Centaurus Financial since 2010 and is also a partner at Oosting, Burt & Associates, a firm providing tax preparation, management, accounting, audit, and review services. Outside of finance, he is involved in training and breeding Standardbred racehorses at Oosting Stables and participates in agricultural ventures including crop raising, custom butchering beef, and retail sales of water-powered jetpacks. Centaurus Financial, Inc. offers advisory services through independent representatives to a diverse client base including individuals, families, small businesses, and institutional clients. The firm provides financial planning, investment management, access to third-party money managers, and retirement-plan advisory, employing a mix of fundamental and technical analysis with discretionary and non-discretionary account options.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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