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.
Credentials
Series 63, Series 66
Experience Industry experience
25 years
Location
Ault, CO
Centaurus Financial, Inc.
Enterprise
Terrell Gertge is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Centaurus Financial since 2011 and also affiliated with KPG Capital since 2005. Outside of financial advising, Gertge is involved in several business activities including owning a farm, managing a clothing and tack retail operation, and working as a real estate agent and insurance producer. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering financial planning, portfolio management, retirement-plan consulting, and advisory services through a range of discretionary and non-discretionary arrangements. The firm employs a combination of fundamental and technical analysis and provides specialized investment options such as model overlay programs and third-party money manager referrals.
Based on Centaurus Financial, Inc.
Based on Centaurus Financial, Inc.
$0+: Up to 2.25% annually (flat or tiered depending on program) $25,000+: Up to 2.25% annually (varies by program)
Commissions may be charged for certain products, e.g., annuities or alternative investments sold through affiliated Broker-Dealer for which client pays commissions instead of advisory fees initially.
Hourly fees may be charged for financial planning and consulting services; specifics are negotiable and vary by client circumstances.
Account minimum: $25,000 Fee-only: Annual asset-based advisory fees, negotiable, with maximum up to 2.25% depending on program selected. Fee may be flat or tiered schedule.
Ault, CO
Ault CO
Advisors at this office
1
California · Colorado · Nebraska · Oregon · Texas · Washington
25 years of industry experience
Centaurus Financial INC.
2011 - Present • 15 years
Anaheim, CA
KPG Capital
2005 - Present • 21 years
Ault, CO
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.
CFP®, Series 66
Timnath, CO
Level Up Financial Planning, LLC
Lucas Casarez is a CFP®-certified financial advisor with 11 years of industry experience. He is the principal of Level Up Financial Planning, LLC and also owns Power Up Tax Planning Services, LLC, where he provides tax preparation services during the tax season. His prior experience includes roles at CETERA Advisor Networks, CWM, LPL Financial, and Keystone Financial Services. Level Up Financial Planning serves individual clients, including high-net-worth households, offering discretionary portfolio management and comprehensive financial planning. The firm uses a primarily passive investment approach focused on low-cost, tax-efficient portfolios composed of index mutual funds and ETFs, while incorporating technical and cyclical analysis in its reviews.
Series 65, Series 63
Loveland, CO
Fletching Arrows Wealth Management LLC
Andrew Logue is the principal advisor at Fletching Arrows Wealth Management LLC in Loveland, Colorado, holding Series 65 and Series 63 licenses with 11 years of industry experience. His prior work includes roles at Navigation Wealth Management, Inc. and Navigation Financial Services, Inc. He also coordinates Financial Peace University and manages an affiliated insurance business, which occupies roughly 5% of his time. Fletching Arrows Wealth Management LLC offers fee-based financial planning and discretionary portfolio management primarily to individual clients. The firm employs the Orion Portfolio Solutions platform and combines fundamental and technical analysis to manage accounts, which are reviewed at least quarterly.
CFP®, Series 66
Loveland, CO
Keystone Financial Services
Jeremy Busch is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Keystone Financial Services since 2020 and previously held roles at Cetera Advisor Networks, CWM, LLC, Edward Jones, and ABR Inspections, LLC. Keystone Financial Services provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, employer-sponsored plans, trusts, and broker-dealer customers. The firm combines fundamental, technical, and industry-expert analysis with diversified asset allocation, tactical adjustments, and tax awareness in its investment approach.
Series 65
Loveland, CO
Keystone Financial Services
Jennifer Walenter is a financial advisor at Keystone Financial Services with Series 65 credentials. She has over 14 years of industry experience, including 13 years at Edward Jones and subsequent roles at Keystone Financial Services. Keystone Financial Services manages approximately $306 million for around 509 clients, providing services to individuals, trusts, retirement plans, and broker-dealer customers. The firm employs a range of investment strategies across multiple asset classes, combining fundamental, technical, and industry expert analysis, with portfolios that are actively monitored and tailored for tax efficiency or partial delegation.
Series 63, Series 65
Windsor, CO
Cosner Financial Group, LLC
Ryan Cosner is a financial advisor at Cosner Financial Group, LLC in Windsor, Colorado, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors Inc and OSAIC prior to his current role. Cosner also serves as president-elect of the Boys and Girls Club of Larimer County, a nonprofit supporting at-risk youth. Cosner Financial Group provides asset management and financial planning services to individuals, including high-net-worth clients, as well as pension and corporate clients. The firm manages approximately $370 million in assets with a focus on tailored portfolios, discretionary management, and a range of investment strategies including tactical allocation and options.
Series 65
Greeley, CO
Eves & Haines Wealth Management
Glenda Haines is a financial advisor at Eves & Haines Wealth Management in Greeley, CO, with 11 years of industry experience. She holds a Series 65 credential and has been with Eves & Haines since 2014. In addition to her advisory role, she is a licensed insurance agent and co-owner of a related company that sells life insurance, fixed and indexed annuities, and long-term care products. Eves & Haines Wealth Management provides integrated financial planning and investment advisory services to individuals, personal trusts and estates, and select foundations and endowments. The firm employs a strategic asset allocation approach based on academic research and macroeconomic analysis, combining ETFs, value equities, and fixed income, while offering specialty municipal and high-yield bond portfolios and ETF-based strategies using technical analysis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")